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 6-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 | $326,403 | $116,167+181.0% | $64,489+406.1% | $137,256+137.8% |
| Participation rate | 11.1% | 68.2%-57.1pp | 67.7%-56.6pp | 80.0%-68.8pp |
| Annual return | -1.23% | 36.55%-37.8pp | 55.03%-56.3pp | 220.34%-221.6pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $195 | $6,188-96.8% | $4,260-95.4% | $12,270-98.4% |