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 | $275,495 | $114,047+141.6% | $96,139+186.6% | $167,490+64.5% |
| Participation rate | 62.5% | 75.1%-12.6pp | 68.4%-5.9pp | 82.1%-19.6pp |
| Annual return | 7.64% | 189.88%-182.2pp | 191.94%-184.3pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,164 | $3,427-66.0% | $2,797-58.4% | $4,837-75.9% |
| Participant deferral / active EE | $8,987 | $5,194+73.0% | $4,349+106.7% | $6,341+41.7% |
| Admin fee / account holder | $18 | $6,897-99.7% | $5,537-99.7% | $12,309-99.9% |