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 | $369,534 | $114,381+223.1% | $107,525+243.7% | $142,382+159.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 9.23% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,842 | $4,015-4.3% | $3,754+2.4% | $4,299-10.6% |
| Participant deferral / active EE | $9,054 | $5,564+62.7% | $5,116+77.0% | $6,507+39.1% |
| Admin fee / account holder | $220 | $9,860-97.8% | $8,919-97.5% | $12,624-98.3% |