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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $550,584 | $165,335+233.0% | $149,696+267.8% | $158,922+246.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.23% | 348.15%-324.9pp | 276.60%-253.4pp | 302.83%-279.6pp |
| Employer contribution / active EE | $4,239 | $5,103-16.9% | $4,644-8.7% | $4,761-11.0% |
| Participant deferral / active EE | $7,000 | $7,181-2.5% | $6,842+2.3% | $5,982+17.0% |
| Admin fee / account holder | $30 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |