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 | $315,233 | $88,751+255.2% | $81,812+285.3% | $145,922+116.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | -9.98% | 1025.40%-1035.4pp | 773.79%-783.8pp | 561.29%-571.3pp |
| Employer contribution / active EE | $4,505 | $3,083+46.1% | $2,912+54.7% | $4,660-3.3% |
| Participant deferral / active EE | $11,144 | $4,643+140.0% | $4,319+158.1% | $6,688+66.6% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |