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 3-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 | $4,868,609 | $74,888+6401.2% | $71,209+6737.1% | $142,382+3319.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | -2.31% | 345.14%-347.4pp | 282.51%-284.8pp | 217.08%-219.4pp |
| Employer contribution / active EE | $483 | $2,854-83.1% | $2,721-82.2% | $4,299-88.8% |
| Participant deferral / active EE | $3,333 | $4,454-25.2% | $4,175-20.2% | $6,507-48.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |