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 | $588,617 | $133,958+339.4% | $112,228+424.5% | $134,475+337.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.76% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,824 | $4,038-5.3% | $3,635+5.2% | $4,740-19.3% |
| Participant deferral / active EE | $11,634 | $5,291+119.9% | $4,728+146.1% | $6,400+81.8% |
| Admin fee / account holder | $60 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |