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 | $679,867 | $99,921+580.4% | $85,009+699.8% | $145,959+365.8% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 3.84% | 83.89%-80.0pp | 66.47%-62.6pp | 561.95%-558.1pp |
| Employer contribution / active EE | $4,798 | $3,233+48.4% | $2,728+75.9% | $4,661+3.0% |
| Participant deferral / active EE | $4,798 | $5,293-9.3% | $4,522+6.1% | $6,689-28.3% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |