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 | $929,900 | $116,167+700.5% | $64,489+1341.9% | $137,256+577.5% |
| Participation rate | 9.1% | 68.2%-59.1pp | 67.7%-58.6pp | 80.0%-70.9pp |
| Annual return | -0.04% | 36.55%-36.6pp | 55.03%-55.1pp | 220.34%-220.4pp |
| Employer contribution / active EE | $464 | $2,483-81.3% | $1,523-69.6% | $4,156-88.8% |
| Participant deferral / active EE | $1,159 | $4,215-72.5% | $2,778-58.3% | $6,407-81.9% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |