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 8-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 | $378,678 | $72,071+425.4% | $68,368+453.9% | $137,256+175.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 21.10% | 353.14%-332.0pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,275 | $2,788-18.4% | $2,649-14.1% | $4,156-45.3% |
| Participant deferral / active EE | $18,032 | $4,410+308.9% | $4,123+337.4% | $6,407+181.5% |
| Admin fee / account holder | $70 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |