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 | $946,257 | $104,974+801.4% | $95,585+890.0% | $142,382+564.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | -13.39% | 210.33%-223.7pp | 38.56%-52.0pp | 217.08%-230.5pp |
| Employer contribution / active EE | $6,410 | $2,779+130.7% | $2,527+153.7% | $4,299+49.1% |
| Participant deferral / active EE | $6,410 | $4,352+47.3% | $4,023+59.4% | $6,507-1.5% |
| Admin fee / account holder | $14 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |