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 8-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 | $292,514 | $152,509+91.8% | $117,472+149.0% | $134,475+117.5% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -23.94% | 52.99%-76.9pp | 29.74%-53.7pp | 417.96%-441.9pp |
| Employer contribution / active EE | $600 | $5,571-89.2% | $4,176-85.6% | $4,740-87.3% |
| Participant deferral / active EE | $4,100 | $4,818-14.9% | $4,070+0.7% | $6,400-35.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |