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 | $312,919 | $154,228+102.9% | $145,433+115.2% | $137,256+128.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 2.90% | 74.59%-71.7pp | 66.58%-63.7pp | 220.34%-217.4pp |
| Employer contribution / active EE | $7,600 | $4,804+58.2% | $4,554+66.9% | $4,156+82.9% |
| Participant deferral / active EE | $15,667 | $8,216+90.7% | $7,897+98.4% | $6,407+144.5% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |