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 | $460,085 | $112,881+307.6% | $90,951+405.9% | $158,922+189.5% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | -6.13% | 215.79%-221.9pp | 134.60%-140.7pp | 302.83%-309.0pp |
| Employer contribution / active EE | $533 | $2,893-81.6% | $2,122-74.9% | $4,761-88.8% |
| Participant deferral / active EE | $1,227 | $4,128-70.3% | $3,373-63.6% | $5,982-79.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |