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 | $326,036 | $109,817+196.9% | $98,442+231.2% | $167,490+94.7% |
| Participation rate | 27.3% | 75.8%-48.6pp | 73.3%-46.1pp | 82.1%-54.8pp |
| Annual return | 8.48% | 1956.69%-1948.2pp | 1492.73%-1484.2pp | 478.56%-470.1pp |
| Employer contribution / active EE | $659 | $3,224-79.6% | $2,960-77.7% | $4,837-86.4% |
| Participant deferral / active EE | $2,428 | $4,673-48.1% | $4,276-43.2% | $6,341-61.7% |
| Admin fee / account holder | $39 | $6,753-99.4% | $5,949-99.4% | $12,309-99.7% |