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 | $310,712 | $115,770+168.4% | $101,248+206.9% | $158,922+95.5% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 3.88% | 56.14%-52.3pp | 46.47%-42.6pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,756 | $4,175-57.9% | $3,660-52.0% | $4,761-63.1% |
| Participant deferral / active EE | $5,522 | $4,957+11.4% | $4,370+26.3% | $5,982-7.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |