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 | $997,006 | $214,378+365.1% | $200,582+397.1% | $142,382+600.2% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.9%-61.9pp | 80.1%-55.1pp |
| Annual return | 7.53% | 46.41%-38.9pp | 42.33%-34.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $11,389 | $6,841+66.5% | $6,419+77.4% | $4,299+164.9% |
| Participant deferral / active EE | $7,750 | $9,865-21.4% | $9,331-16.9% | $6,507+19.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |