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 | $310,681 | $37,426+730.1% | $77,482+301.0% | $79,858+289.0% |
| Participation rate | 7.4% | 41.5%-34.1pp | 54.2%-46.8pp | 69.6%-62.2pp |
| Annual return | 7.61% | 39.70%-32.1pp | 54.79%-47.2pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $295 | $2,504-88.2% | $2,858-89.7% | $5,306-94.4% |