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 | $257,714 | $87,540+194.4% | $75,781+240.1% | $125,391+105.5% |
| Participation rate | 14.3% | 80.2%-65.9pp | 75.8%-61.5pp | 83.2%-68.9pp |
| Annual return | -11.40% | 13.48%-24.9pp | 9.68%-21.1pp | 282.22%-293.6pp |
| Employer contribution / active EE | $3,630 | $3,930-7.6% | $3,323+9.2% | $4,866-25.4% |
| Participant deferral / active EE | $6,276 | $4,229+48.4% | $3,651+71.9% | $5,352+17.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |