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 | $554,738 | $93,024+496.3% | $77,024+620.2% | $134,475+312.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -22.76% | 62.60%-85.4pp | 42.32%-65.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,794 | $3,418-18.3% | $2,812-0.7% | $4,740-41.1% |
| Participant deferral / active EE | $13,500 | $5,238+157.7% | $4,426+205.0% | $6,400+110.9% |
| Admin fee / account holder | $120 | $6,944-98.3% | $5,425-97.8% | $11,426-98.9% |