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 | $456,279 | $179,726+153.9% | $156,263+192.0% | $142,382+220.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.9%-38.9pp | 80.1%-40.1pp |
| Annual return | 5.43% | 77.86%-72.4pp | 59.47%-54.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $6,432 | $5,069+26.9% | $4,333+48.4% | $4,299+49.6% |
| Participant deferral / active EE | $12,000 | $6,956+72.5% | $6,158+94.9% | $6,507+84.4% |
| Admin fee / account holder | $288 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |