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 | $449,348 | $111,724+302.2% | $93,606+380.0% | $145,922+207.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 1.40% | 202.98%-201.6pp | 133.20%-131.8pp | 561.29%-559.9pp |
| Employer contribution / active EE | $6,000 | $3,090+94.2% | $2,420+148.0% | $4,660+28.8% |
| Participant deferral / active EE | $15,250 | $4,912+210.5% | $4,411+245.7% | $6,688+128.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |