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 | $277,101 | $201,272+37.7% | $184,203+50.4% | $145,922+89.9% |
| Participation rate | 14.3% | 87.5%-73.2pp | 86.8%-72.5pp | 80.3%-66.0pp |
| Annual return | 5.65% | 29.00%-23.4pp | 28.81%-23.2pp | 561.29%-555.6pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,587 | $9,806-53.2% | $9,131-49.8% | $6,688-31.4% |
| Admin fee / account holder | $53 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |