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 | $289,252 | $163,101+77.3% | $136,749+111.5% | $142,382+103.2% |
| Participation rate | 55.6% | 78.2%-22.7pp | 72.1%-16.6pp | 80.1%-24.6pp |
| Annual return | 7.27% | 27.54%-20.3pp | 24.33%-17.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,877 | $4,117-54.4% | $3,400-44.8% | $4,299-56.3% |
| Participant deferral / active EE | $6,278 | $5,585+12.4% | $4,692+33.8% | $6,507-3.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |