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 | $286,501 | $107,334+166.9% | $92,893+208.4% | $152,861+87.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 6.50% | 145.58%-139.1pp | 109.41%-102.9pp | 345.32%-338.8pp |
| Employer contribution / active EE | $1,711 | $4,221-59.5% | $3,653-53.2% | $4,762-64.1% |
| Participant deferral / active EE | $5,612 | $4,845+15.8% | $4,236+32.5% | $5,850-4.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |