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 | $565,823 | $48,795+1059.6% | $65,493+763.9% | $84,808+567.2% |
| Participation rate | 28.6% | 67.0%-38.4pp | 73.1%-44.5pp | 68.3%-39.7pp |
| Annual return | 2.58% | 20.20%-17.6pp | 982.45%-979.9pp | 40.90%-38.3pp |
| Employer contribution / active EE | $1,124 | $1,930-41.7% | $2,574-56.3% | $2,631-57.3% |
| Participant deferral / active EE | $1,990 | $2,928-32.0% | $3,961-49.8% | $4,212-52.7% |
| Admin fee / account holder | $6 | $3,877-99.8% | $5,028-99.9% | $7,344-99.9% |