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 | $1,393,321 | $114,381+1118.1% | $107,525+1195.8% | $142,382+878.6% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.1%-52.9pp | 80.1%-57.9pp |
| Annual return | -4.66% | 242.71%-247.4pp | 181.32%-186.0pp | 217.08%-221.7pp |
| Employer contribution / active EE | $11,111 | $4,015+176.8% | $3,754+196.0% | $4,299+158.5% |
| Participant deferral / active EE | $9,133 | $5,564+64.1% | $5,116+78.5% | $6,507+40.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |