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 | $1,191,157 | $175,202+579.9% | $149,673+695.8% | $139,434+754.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 5.55% | 166.71%-161.2pp | 134.42%-128.9pp | 372.94%-367.4pp |
| Employer contribution / active EE | $2,451 | $5,474-55.2% | $4,818-49.1% | $4,751-48.4% |
| Participant deferral / active EE | $11,020 | $6,519+69.0% | $5,680+94.0% | $6,710+64.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |