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 8-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 | $526,001 | $152,509+244.9% | $117,472+347.8% | $134,475+291.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -48.75% | 52.99%-101.7pp | 29.74%-78.5pp | 417.96%-466.7pp |
| Employer contribution / active EE | $20,250 | $5,571+263.5% | $4,176+384.9% | $4,740+327.2% |
| Participant deferral / active EE | $13,500 | $4,818+180.2% | $4,070+231.7% | $6,400+110.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |