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 | $371,536 | $133,922+177.4% | $116,228+219.7% | $142,382+160.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 8.97% | 147.76%-138.8pp | 90.06%-81.1pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,562 | $3,446-54.7% | $2,994-47.8% | $4,299-63.7% |
| Participant deferral / active EE | $15,000 | $5,672+164.5% | $4,953+202.8% | $6,507+130.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |