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 | $519,853 | $107,934+381.6% | $91,989+465.1% | $152,861+240.1% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 2.59% | 89.24%-86.7pp | 69.02%-66.4pp | 345.32%-342.7pp |
| Employer contribution / active EE | $29,310 | $4,210+596.2% | $3,452+749.1% | $4,762+515.5% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |