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 | $297,791 | $72,404+311.3% | $110,238+170.1% | $64,186+364.0% |
| Participation rate | 13.3% | 73.3%-60.0pp | 79.8%-66.5pp | 69.6%-56.2pp |
| Annual return | -8.58% | -6.29%-2.3pp | 314.74%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $847 | $2,282-62.9% | $3,826-77.9% | $2,381-64.4% |
| Participant deferral / active EE | $1,830 | $3,469-47.3% | $4,672-60.8% | $3,470-47.3% |
| Admin fee / account holder | $207 | $5,664-96.3% | $8,547-97.6% | $4,888-95.8% |