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 | $470,349 | $180,749+160.2% | $160,784+192.5% | $137,256+242.7% |
| Participation rate | 12.5% | 80.0%-67.5pp | 77.0%-64.5pp | 80.0%-67.5pp |
| Annual return | 10.06% | 2234.46%-2224.4pp | 1803.92%-1793.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $581 | $4,155-86.0% | $3,733-84.4% | $4,156-86.0% |
| Participant deferral / active EE | $4,344 | $6,844-36.5% | $6,293-31.0% | $6,407-32.2% |
| Admin fee / account holder | $30 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |