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 6-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 | $402,681 | $106,543+278.0% | $91,220+341.4% | $134,475+199.4% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -38.04% | 160.60%-198.6pp | 114.01%-152.1pp | 417.96%-456.0pp |
| Employer contribution / active EE | $913 | $3,331-72.6% | $2,850-68.0% | $4,740-80.7% |
| Participant deferral / active EE | $1,142 | $4,719-75.8% | $4,234-73.0% | $6,400-82.2% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |