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 | $269,524 | $180,749+49.1% | $160,784+67.6% | $137,256+96.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 9.88% | 2234.46%-2224.6pp | 1803.92%-1794.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,560 | $4,155-62.5% | $3,733-58.2% | $4,156-62.5% |
| Participant deferral / active EE | $2,448 | $6,844-64.2% | $6,293-61.1% | $6,407-61.8% |
| Admin fee / account holder | $154 | $10,397-98.5% | $9,717-98.4% | $12,270-98.7% |