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 8-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 | $287,454 | $111,535+157.7% | $105,223+173.2% | $137,256+109.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 3.78% | 237.85%-234.1pp | 180.65%-176.9pp | 220.34%-216.6pp |
| Employer contribution / active EE | $22,179 | $3,939+463.0% | $3,689+501.3% | $4,156+433.7% |
| Participant deferral / active EE | $12,438 | $5,500+126.2% | $5,072+145.3% | $6,407+94.1% |
| Admin fee / account holder | $27 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |