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 | $271,932 | $133,958+103.0% | $112,228+142.3% | $134,475+102.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.32% | 47.11%-60.4pp | 27.45%-40.8pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,600 | $4,038-60.4% | $3,635-56.0% | $4,740-66.2% |
| Participant deferral / active EE | $10,800 | $5,291+104.1% | $4,728+128.4% | $6,400+68.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |