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 | $942,801 | $147,727+538.2% | $115,756+714.5% | $134,475+601.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.1%-27.1pp | 81.2%-31.2pp |
| Annual return | -23.99% | 73.96%-97.9pp | 143.14%-167.1pp | 417.96%-442.0pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |