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 | $386,318 | $112,729+242.7% | $98,716+291.3% | $137,256+181.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 7.78% | 38.48%-30.7pp | 31.81%-24.0pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,675 | $2,725-38.5% | $2,279-26.5% | $4,156-59.7% |
| Participant deferral / active EE | $9,524 | $4,640+105.3% | $4,048+135.3% | $6,407+48.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |