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 | $358,579 | $142,344+151.9% | $119,609+199.8% | $134,475+166.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -24.55% | -12.44%-12.1pp | -14.97%-9.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,114 | $5,222-78.7% | $4,232-73.7% | $4,740-76.5% |
| Participant deferral / active EE | $3,034 | $6,469-53.1% | $5,602-45.8% | $6,400-52.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |