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 | $427,011 | $228,332+87.0% | $185,823+129.8% | $158,922+168.7% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 3.02% | 40.80%-37.8pp | 35.95%-32.9pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,115 | $4,967-77.6% | $4,087-72.7% | $4,761-76.6% |
| Participant deferral / active EE | $3,918 | $6,415-38.9% | $5,632-30.4% | $5,982-34.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |