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 | $337,605 | $90,503+273.0% | $78,689+329.0% | $273,961+23.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | -15.46% | 75.60%-91.1pp | 62.18%-77.6pp | 41.45%-56.9pp |
| Employer contribution / active EE | $8,670 | $3,176+173.0% | $2,851+204.1% | $4,869+78.1% |
| Participant deferral / active EE | $14,195 | $3,901+263.9% | $3,517+303.6% | $5,287+168.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |