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 | $281,357 | $110,257+155.2% | $96,544+191.4% | $139,434+101.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 8.77% | 26.32%-17.5pp | 25.84%-17.1pp | 372.94%-364.2pp |
| Employer contribution / active EE | $26,000 | $3,620+618.3% | $2,965+776.9% | $4,751+447.3% |
| Participant deferral / active EE | $17,500 | $5,548+215.4% | $4,851+260.8% | $6,710+160.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |