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 | $331,748 | $142,344+133.1% | $119,609+177.4% | $134,475+146.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -26.41% | -12.44%-14.0pp | -14.97%-11.4pp | 417.96%-444.4pp |
| Employer contribution / active EE | $3,064 | $5,222-41.3% | $4,232-27.6% | $4,740-35.4% |
| Participant deferral / active EE | $3,830 | $6,469-40.8% | $5,602-31.6% | $6,400-40.2% |
| Admin fee / account holder | $30 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |