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 | $491,392 | $167,307+193.7% | $143,757+241.8% | $134,475+265.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -24.23% | 0.46%-24.7pp | -0.04%-24.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,325 | $5,619-58.6% | $4,951-53.0% | $4,740-51.0% |
| Participant deferral / active EE | $5,098 | $6,446-20.9% | $5,637-9.6% | $6,400-20.3% |
| Admin fee / account holder | $40 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |