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 | $721,282 | $48,277+1394.1% | $67,511+968.4% | $80,874+791.9% |
| Participation rate | 17.6% | 66.4%-48.7pp | 72.9%-55.2pp | 67.6%-50.0pp |
| Annual return | 11.06% | 18.27%-7.2pp | 3517.41%-3506.3pp | 35.62%-24.6pp |
| Employer contribution / active EE | $774 | $2,021-61.7% | $2,733-71.7% | $2,756-71.9% |
| Participant deferral / active EE | $1,609 | $2,926-45.0% | $4,000-59.8% | $4,297-62.6% |
| Admin fee / account holder | $23 | $3,687-99.4% | $3,999-99.4% | $6,935-99.7% |