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 | $619,088 | $183,592+237.2% | $155,567+298.0% | $145,959+324.2% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.49% | 61.24%-53.7pp | 64.74%-57.2pp | 561.95%-554.5pp |
| Employer contribution / active EE | $3,833 | $5,315-27.9% | $4,674-18.0% | $4,661-17.8% |
| Participant deferral / active EE | $4,717 | $6,464-27.0% | $5,628-16.2% | $6,689-29.5% |
| Admin fee / account holder | $142 | $19,318-99.3% | $15,916-99.1% | $13,398-98.9% |