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 | $293,681 | $70,756+315.1% | $65,493+348.4% | $142,382+106.3% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | -11.10% | 1754.89%-1766.0pp | 982.45%-993.5pp | 217.08%-228.2pp |
| Employer contribution / active EE | $808 | $2,881-72.0% | $2,574-68.6% | $4,299-81.2% |
| Participant deferral / active EE | $1,010 | $4,637-78.2% | $3,961-74.5% | $6,507-84.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |