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 4-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 | $357,959 | $227,553+57.3% | $189,557+88.8% | $167,490+113.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 3.55% | 78.40%-74.8pp | 64.17%-60.6pp | 478.56%-475.0pp |
| Employer contribution / active EE | $13,582 | $5,316+155.5% | $4,412+207.8% | $4,837+180.8% |
| Participant deferral / active EE | $13,000 | $7,002+85.7% | $6,174+110.6% | $6,341+105.0% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |