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 | $558,262 | $183,592+204.1% | $155,567+258.9% | $145,959+282.5% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 5.10% | 61.24%-56.1pp | 64.74%-59.6pp | 561.95%-556.8pp |
| Employer contribution / active EE | $1,292 | $5,315-75.7% | $4,674-72.4% | $4,661-72.3% |
| Participant deferral / active EE | $4,600 | $6,464-28.8% | $5,628-18.3% | $6,689-31.2% |
| Admin fee / account holder | $120 | $19,318-99.4% | $15,916-99.2% | $13,398-99.1% |