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 9-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 | $294,740 | $180,449+63.3% | $154,107+91.3% | $135,375+117.7% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | -26.76% | 888.09%-914.8pp | 735.12%-761.9pp | 519.73%-546.5pp |
| Employer contribution / active EE | $1,357 | $6,035-77.5% | $5,298-74.4% | $4,779-71.6% |
| Participant deferral / active EE | $3,542 | $5,806-39.0% | $5,081-30.3% | $5,609-36.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |