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 | $271,029 | $72,277+275.0% | $101,248+167.7% | $79,858+239.4% |
| Participation rate | 19.4% | 68.5%-49.1pp | 75.8%-56.5pp | 69.6%-50.3pp |
| Annual return | 6.01% | 22.30%-16.3pp | 46.47%-40.5pp | 31.71%-25.7pp |
| Employer contribution / active EE | $689 | $2,692-74.4% | $3,660-81.2% | $2,471-72.1% |
| Participant deferral / active EE | $1,905 | $3,282-41.9% | $4,370-56.4% | $3,740-49.1% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |