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 | $267,653 | $124,281+115.4% | $109,143+145.2% | $167,490+59.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 2.24% | 26.04%-23.8pp | 25.75%-23.5pp | 478.56%-476.3pp |
| Employer contribution / active EE | $2,111 | $4,207-49.8% | $3,722-43.3% | $4,837-56.4% |
| Participant deferral / active EE | $3,326 | $5,255-36.7% | $4,653-28.5% | $6,341-47.5% |
| Admin fee / account holder | $60 | $7,970-99.2% | $6,752-99.1% | $12,309-99.5% |