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 | $691,860 | $70,756+877.8% | $65,493+956.4% | $142,382+385.9% |
| Participation rate | 57.1% | 77.4%-20.2pp | 73.1%-16.0pp | 80.1%-23.0pp |
| Annual return | -6.25% | 1754.89%-1761.1pp | 982.45%-988.7pp | 217.08%-223.3pp |
| Employer contribution / active EE | $769 | $2,881-73.3% | $2,574-70.1% | $4,299-82.1% |
| Participant deferral / active EE | $4,703 | $4,637+1.4% | $3,961+18.7% | $6,507-27.7% |
| Admin fee / account holder | $81 | $6,559-98.8% | $5,028-98.4% | $12,624-99.4% |