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 9-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 | $253,278 | $88,751+185.4% | $81,812+209.6% | $145,922+73.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 3.26% | 1025.40%-1022.1pp | 773.79%-770.5pp | 561.29%-558.0pp |
| Employer contribution / active EE | $1,080 | $3,083-65.0% | $2,912-62.9% | $4,660-76.8% |
| Participant deferral / active EE | $15,250 | $4,643+228.4% | $4,319+253.1% | $6,688+128.0% |
| Admin fee / account holder | $160 | $8,415-98.1% | $7,386-97.8% | $13,397-98.8% |