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 10-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 | $521,172 | $105,859+392.3% | $90,160+478.1% | $147,584+253.1% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 8.14% | 37.63%-29.5pp | 34.88%-26.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $18,000 | $4,126+336.2% | $3,318+442.5% | $4,876+269.1% |
| Participant deferral / active EE | $12,000 | $5,733+109.3% | $5,288+126.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |