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 | $1,865,319 | $115,882+1509.7% | $100,516+1755.7% | $158,922+1073.7% |
| Participation rate | 4.5% | 81.6%-77.0pp | 79.4%-74.9pp | 82.0%-77.4pp |
| Annual return | 3.59% | 34.79%-31.2pp | 30.89%-27.3pp | 302.83%-299.2pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $249 | $10,995-97.7% | $8,081-96.9% | $11,246-97.8% |