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 | $284,037 | $148,534+91.2% | $135,903+109.0% | $139,434+103.7% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 4.76% | 79.19%-74.4pp | 68.23%-63.5pp | 372.94%-368.2pp |
| Employer contribution / active EE | $1,007 | $5,243-80.8% | $4,856-79.3% | $4,751-78.8% |
| Participant deferral / active EE | $5,033 | $8,100-37.9% | $7,758-35.1% | $6,710-25.0% |
| Admin fee / account holder | $120 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |