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 10-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 | $325,457 | $135,635+140.0% | $110,238+195.2% | $135,375+140.4% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -11.78% | 513.19%-525.0pp | 314.74%-326.5pp | 519.73%-531.5pp |
| Employer contribution / active EE | $10,620 | $4,906+116.5% | $3,826+177.5% | $4,779+122.2% |
| Participant deferral / active EE | $24,500 | $5,506+344.9% | $4,672+424.4% | $5,609+336.8% |
| Admin fee / account holder | $255 | $11,457-97.8% | $8,547-97.0% | $10,827-97.6% |