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 | $183,519+237.3% | $155,509+298.1% | $145,922+324.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 7.49% | 61.17%-53.7pp | 64.67%-57.2pp | 561.29%-553.8pp |
| Employer contribution / active EE | $3,833 | $5,313-27.8% | $4,672-18.0% | $4,660-17.7% |
| Participant deferral / active EE | $4,717 | $6,462-27.0% | $5,626-16.2% | $6,688-29.5% |
| Admin fee / account holder | $142 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |