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 | $287,613 | $150,440+91.2% | $136,294+111.0% | $147,584+94.9% |
| Participation rate | 26.7% | 84.4%-57.8pp | 81.9%-55.3pp | 82.8%-56.2pp |
| Annual return | 9.44% | 1049.08%-1039.6pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,265 | $5,256-56.9% | $4,695-51.8% | $4,876-53.6% |
| Participant deferral / active EE | $4,162 | $6,630-37.2% | $6,247-33.4% | $5,439-23.5% |
| Admin fee / account holder | $163 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |