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 | $348,808 | $178,174+95.8% | $156,181+123.3% | $137,256+154.1% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 9.42% | 84.19%-74.8pp | 64.87%-55.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $4,295 | $4,972-13.6% | $4,2940% | $4,156+3.3% |
| Participant deferral / active EE | $16,056 | $6,888+133.1% | $6,132+161.8% | $6,407+150.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |