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 | $277,272 | $167,307+65.7% | $143,757+92.9% | $134,475+106.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.36% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $7,450 | $5,619+32.6% | $4,951+50.5% | $4,740+57.2% |
| Participant deferral / active EE | $5,200 | $6,446-19.3% | $5,637-7.8% | $6,400-18.7% |
| Admin fee / account holder | $252 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |