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 | $689,452 | $150,440+358.3% | $136,294+405.9% | $147,584+367.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 6.92% | 1049.08%-1042.2pp | 5155.94%-5149.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $21,518 | $5,256+309.4% | $4,695+358.3% | $4,876+341.3% |
| Participant deferral / active EE | $21,000 | $6,630+216.7% | $6,247+236.2% | $5,439+286.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |