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 | $691,860 | $68,097+916.0% | $62,929+999.4% | $137,256+404.1% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | -6.25% | 1859.11%-1865.4pp | 1063.93%-1070.2pp | 220.34%-226.6pp |
| Employer contribution / active EE | $769 | $2,811-72.6% | $2,505-69.3% | $4,156-81.5% |
| Participant deferral / active EE | $4,703 | $4,553+3.3% | $3,888+20.9% | $6,407-26.6% |
| Admin fee / account holder | $81 | $6,521-98.8% | $5,065-98.4% | $12,270-99.3% |