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 | $279,301 | $74,927+272.8% | $101,794+174.4% | $84,808+229.3% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.2%-58.1pp | 68.3%-57.2pp |
| Annual return | -19.27% | 18.70%-38.0pp | 30.53%-49.8pp | 40.90%-60.2pp |
| Employer contribution / active EE | $514 | $1,522-66.2% | $2,289-77.5% | $2,631-80.5% |
| Participant deferral / active EE | $2,294 | $3,099-26.0% | $4,084-43.8% | $4,212-45.5% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |