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 | $331,477 | $154,117+115.1% | $129,995+155.0% | $139,434+137.7% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 3.19% | 32.48%-29.3pp | -137.18%+140.4pp | 372.94%-369.7pp |
| Employer contribution / active EE | $4,328 | $5,289-18.2% | $4,320+0.2% | $4,751-8.9% |
| Participant deferral / active EE | $12,000 | $6,710+78.8% | $5,820+106.2% | $6,710+78.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |