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 | $288,983 | $183,963+57.1% | $162,163+78.2% | $152,861+89.0% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.4%-49.1pp |
| Annual return | 11.01% | 150.76%-139.8pp | 115.59%-104.6pp | 345.32%-334.3pp |
| Employer contribution / active EE | $7,467 | $6,371+17.2% | $5,614+33.0% | $4,762+56.8% |
| Participant deferral / active EE | $5,867 | $8,034-27.0% | $7,298-19.6% | $5,850+0.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |