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 | $3,372,605 | $70,606+4676.7% | $53,898+6157.4% | $142,382+2268.7% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | -1.77% | 619.81%-621.6pp | 528.60%-530.4pp | 217.08%-218.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |