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 | $277,876 | $105,860+162.5% | $90,749+206.2% | $134,475+106.6% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -23.65% | -11.01%-12.6pp | -12.16%-11.5pp | 417.96%-441.6pp |
| Employer contribution / active EE | $3,019 | $3,462-12.8% | $2,921+3.4% | $4,740-36.3% |
| Participant deferral / active EE | $6,975 | $5,216+33.7% | $4,564+52.8% | $6,400+9.0% |
| Admin fee / account holder | $147 | $13,938-98.9% | $8,445-98.3% | $11,426-98.7% |