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 10-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 | $348,039 | $209,411+66.2% | $178,490+95.0% | $158,922+119.0% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 1.44% | 188.75%-187.3pp | 151.07%-149.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $1,379 | $5,706-75.8% | $5,011-72.5% | $4,761-71.0% |
| Participant deferral / active EE | $5,664 | $5,954-4.9% | $5,202+8.9% | $5,982-5.3% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |