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 7-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 | $300,368 | $160,055+87.7% | $140,016+114.5% | $135,375+121.9% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -11.28% | 911.38%-922.7pp | 651.12%-662.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $8,583 | $6,420+33.7% | $5,606+53.1% | $4,779+79.6% |
| Participant deferral / active EE | $6,167 | $7,642-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |