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 | $377,679 | $180,449+109.3% | $154,107+145.1% | $135,375+179.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.07% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,569 | $6,035-24.3% | $5,298-13.8% | $4,779-4.4% |
| Participant deferral / active EE | $9,909 | $5,806+70.7% | $5,081+95.0% | $5,609+76.7% |
| Admin fee / account holder | $44 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |