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 | $611,099 | $177,572+244.1% | $154,803+294.8% | $142,382+329.2% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | 4.10% | 65.07%-61.0pp | 58.88%-54.8pp | 217.08%-213.0pp |
| Employer contribution / active EE | $1,292 | $4,810-73.1% | $4,305-70.0% | $4,299-69.9% |
| Participant deferral / active EE | $4,700 | $6,272-25.1% | $5,540-15.2% | $6,507-27.8% |
| Admin fee / account holder | $120 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |