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 | $260,092 | $154,228+68.6% | $145,433+78.8% | $137,256+89.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.40% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $3,114 | $4,804-35.2% | $4,554-31.6% | $4,156-25.1% |
| Participant deferral / active EE | $10,350 | $8,216+26.0% | $7,897+31.1% | $6,407+61.5% |
| Admin fee / account holder | $280 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |