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 | $159,602+63.0% | $150,045+73.3% | $142,382+82.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 8.40% | 70.24%-61.8pp | 62.55%-54.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $3,114 | $4,961-37.2% | $4,693-33.6% | $4,299-27.6% |
| Participant deferral / active EE | $10,350 | $8,310+24.5% | $7,997+29.4% | $6,507+59.1% |
| Admin fee / account holder | $280 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |