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 7-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 | $584,049 | $165,335+253.3% | $149,696+290.2% | $158,922+267.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 4.87% | 348.15%-343.3pp | 276.60%-271.7pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,009 | $5,103-60.6% | $4,644-56.7% | $4,761-57.8% |
| Participant deferral / active EE | $3,478 | $7,181-51.6% | $6,842-49.2% | $5,982-41.9% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |