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 3-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 | $4,050,255 | $183,519+2107.0% | $155,509+2504.5% | $145,922+2675.6% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $218,640 | $5,313+4015.4% | $4,672+4579.4% | $4,660+4592.2% |
| Participant deferral / active EE | $560,239 | $6,462+8569.2% | $5,626+9857.7% | $6,688+8277.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |