See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,004,906 | $111,754+799.2% | $103,333+872.5% | $145,922+588.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 8.88% | 24.77%-15.9pp | 24.88%-16.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $55,000 | $4,212+1205.6% | $3,868+1322.0% | $4,660+1080.4% |
| Participant deferral / active EE | $15,000 | $5,619+167.0% | $5,057+196.6% | $6,688+124.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |