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 | $883,438 | $142,344+520.6% | $119,609+638.6% | $134,475+557.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -20.93% | -12.44%-8.5pp | -14.97%-6.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,608 | $5,222-69.2% | $4,232-62.0% | $4,740-66.1% |
| Participant deferral / active EE | $18,000 | $6,469+178.2% | $5,602+221.3% | $6,400+181.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |