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 | $74,888+405.7% | $71,209+431.8% | $142,382+166.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 21.10% | 345.14%-324.0pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,275 | $2,854-20.3% | $2,721-16.4% | $4,299-47.1% |
| Participant deferral / active EE | $18,032 | $4,454+304.8% | $4,175+331.9% | $6,507+177.1% |
| Admin fee / account holder | $70 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |