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 | $263,620 | $179,726+46.7% | $156,263+68.7% | $142,382+85.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 0.28% | 77.86%-77.6pp | 59.47%-59.2pp | 217.08%-216.8pp |
| Employer contribution / active EE | $1,872 | $5,069-63.1% | $4,333-56.8% | $4,299-56.4% |
| Participant deferral / active EE | $6,863 | $6,956-1.3% | $6,158+11.4% | $6,507+5.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |