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 7-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 | $929,900 | $118,427+685.2% | $66,042+1308.0% | $142,382+553.1% |
| Participation rate | 9.1% | 68.1%-59.0pp | 67.5%-58.4pp | 80.1%-71.0pp |
| Annual return | -0.04% | 35.57%-35.6pp | 52.11%-52.2pp | 217.08%-217.1pp |
| Employer contribution / active EE | $464 | $2,570-82.0% | $1,579-70.6% | $4,299-89.2% |
| Participant deferral / active EE | $1,159 | $4,311-73.1% | $2,835-59.1% | $6,507-82.2% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |