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 | $336,339 | $37,393+799.5% | $77,024+336.7% | $66,914+402.6% |
| Participation rate | 15.8% | 52.9%-37.0pp | 67.9%-52.1pp | 69.8%-54.0pp |
| Annual return | -24.43% | -3.29%-21.1pp | 42.32%-66.7pp | 1.58%-26.0pp |
| Employer contribution / active EE | $445 | $1,531-70.9% | $2,812-84.2% | $2,544-82.5% |
| Participant deferral / active EE | $1,049 | $2,617-59.9% | $4,426-76.3% | $4,237-75.2% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |