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 | $349,552 | $217,402+60.8% | $185,823+88.1% | $167,490+108.7% |
| Participation rate | 20.0% | 86.0%-66.0pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | -46.90% | 148.36%-195.3pp | 122.05%-169.0pp | 478.56%-525.5pp |
| Employer contribution / active EE | $1,761 | $5,873-70.0% | $5,167-65.9% | $4,837-63.6% |
| Participant deferral / active EE | $4,550 | $6,356-28.4% | $5,568-18.3% | $6,341-28.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |