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 | $1,866,280 | $167,484+1014.3% | $151,611+1131.0% | $134,475+1287.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -23.93% | 7.80%-31.7pp | 3.33%-27.3pp | 417.96%-441.9pp |
| Employer contribution / active EE | $33,055 | $6,829+384.0% | $6,166+436.1% | $4,740+597.4% |
| Participant deferral / active EE | $20,400 | $8,986+127.0% | $8,363+143.9% | $6,400+218.8% |
| Admin fee / account holder | $155 | $13,783-98.9% | $11,616-98.7% | $11,426-98.6% |