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 | $287,285 | $72,071+298.6% | $68,368+320.2% | $137,256+109.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 11.30% | 353.14%-341.8pp | 292.57%-281.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,025 | $2,788-63.2% | $2,649-61.3% | $4,156-75.3% |
| Participant deferral / active EE | $1,078 | $4,410-75.6% | $4,123-73.8% | $6,407-83.2% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |