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 | $282,781 | $96,635+192.6% | $86,612+226.5% | $139,434+102.8% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 3.85% | 106.41%-102.6pp | 591.07%-587.2pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,194 | $3,263-63.4% | $3,022-60.5% | $4,751-74.9% |
| Participant deferral / active EE | $4,525 | $4,836-6.4% | $4,438+2.0% | $6,710-32.6% |
| Admin fee / account holder | $75 | $6,408-98.8% | $5,614-98.7% | $11,403-99.3% |