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 3-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 | $326,024 | $179,726+81.4% | $156,263+108.6% | $142,382+129.0% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.9%-53.9pp | 80.1%-55.1pp |
| Annual return | 2.58% | 77.86%-75.3pp | 59.47%-56.9pp | 217.08%-214.5pp |
| Employer contribution / active EE | $1,500 | $5,069-70.4% | $4,333-65.4% | $4,299-65.1% |
| Participant deferral / active EE | $5,875 | $6,956-15.5% | $6,158-4.6% | $6,507-9.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |