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 | $436,455 | $72,400+502.8% | $67,502+546.6% | $145,922+199.1% |
| Participation rate | 9.1% | 76.9%-67.8pp | 72.9%-63.8pp | 80.3%-71.2pp |
| Annual return | -0.56% | 7182.46%-7183.0pp | 3512.12%-3512.7pp | 561.29%-561.8pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $258 | $5,539-95.3% | $3,998-93.5% | $13,397-98.1% |