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 4-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 | $1,989,265 | $76,785+2490.7% | $56,441+3424.5% | $145,959+1262.9% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | -0.02% | 3000.51%-3000.5pp | 1704.21%-1704.2pp | 561.95%-562.0pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,398-99.9% |