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 7-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 | $1,045,660 | $74,888+1296.3% | $71,209+1368.4% | $142,382+634.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 9.77% | 345.14%-335.4pp | 282.51%-272.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $14,320 | $2,854+401.7% | $2,721+426.3% | $4,299+233.1% |
| Participant deferral / active EE | $1,283 | $4,454-71.2% | $4,175-69.3% | $6,507-80.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |