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 | $744,030 | $175,202+324.7% | $149,673+397.1% | $139,434+433.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | -9.08% | 166.71%-175.8pp | 134.42%-143.5pp | 372.94%-382.0pp |
| Employer contribution / active EE | $38,465 | $5,474+602.6% | $4,818+698.4% | $4,751+709.6% |
| Participant deferral / active EE | $2,167 | $6,519-66.8% | $5,680-61.9% | $6,710-67.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |