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 | $432,889 | $91,190+374.7% | $178,490+142.5% | $79,858+442.1% |
| Participation rate | 45.9% | 69.2%-23.3pp | 81.9%-36.0pp | 69.6%-23.7pp |
| Annual return | -5.06% | 24.19%-29.3pp | 151.07%-156.1pp | 31.71%-36.8pp |
| Employer contribution / active EE | $14,690 | $3,256+351.2% | $5,011+193.2% | $2,471+494.5% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |