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 9-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 | $260,818 | $104,106+150.5% | $71,086+266.9% | $135,375+92.7% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -45.95% | 1256.30%-1302.2pp | 650.59%-696.5pp | 519.73%-565.7pp |
| Employer contribution / active EE | $718 | $1,485-51.6% | $1,088-34.0% | $4,779-85.0% |
| Participant deferral / active EE | $881 | $2,527-65.1% | $1,874-53.0% | $5,609-84.3% |
| Admin fee / account holder | $203 | $4,142-95.1% | $3,082-93.4% | $10,827-98.1% |