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 | $312,046 | $64,707+382.2% | $112,228+178.0% | $68,494+355.6% |
| Participation rate | 30.0% | 67.2%-37.2pp | 75.1%-45.1pp | 67.9%-37.9pp |
| Annual return | -20.97% | -11.40%-9.6pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $792 | $2,746-71.1% | $3,635-78.2% | $2,596-69.5% |
| Participant deferral / active EE | $5,326 | $3,565+49.4% | $4,728+12.6% | $4,027+32.2% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |