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 7-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 | $1,579,926 | $202,318+680.9% | $172,739+814.6% | $152,861+933.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 0.39% | 1029.65%-1029.3pp | 802.84%-802.4pp | 345.32%-344.9pp |
| Employer contribution / active EE | $4,356 | $5,856-25.6% | $5,143-15.3% | $4,762-8.5% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,850+113.7% |
| Admin fee / account holder | $61 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |