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 4-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 | $3,582,678 | $74,888+4684.0% | $71,209+4931.2% | $142,382+2416.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 13.01% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,261 | $2,854-20.8% | $2,721-16.9% | $4,299-47.4% |
| Participant deferral / active EE | $15,498 | $4,454+247.9% | $4,175+271.2% | $6,507+138.2% |
| Admin fee / account holder | $112 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |