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 | $691,118 | $77,899+787.2% | $149,673+361.8% | $75,163+819.5% |
| Participation rate | 17.9% | 65.6%-47.7pp | 78.8%-60.9pp | 67.2%-49.3pp |
| Annual return | 6.91% | 31.72%-24.8pp | 134.42%-127.5pp | 160.62%-153.7pp |
| Employer contribution / active EE | $1,207 | $3,137-61.5% | $4,818-75.0% | $2,670-54.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |