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 | $307,513 | $109,327+181.3% | $89,391+244.0% | $158,922+93.5% |
| Participation rate | 23.1% | 74.3%-51.2pp | 68.0%-44.9pp | 82.0%-58.9pp |
| Annual return | -0.76% | 345.68%-346.4pp | 245.62%-246.4pp | 302.83%-303.6pp |
| Employer contribution / active EE | $637 | $3,170-79.9% | $2,586-75.4% | $4,761-86.6% |
| Participant deferral / active EE | $1,725 | $4,598-62.5% | $3,890-55.6% | $5,982-71.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |