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 | $333,526 | $115,770+188.1% | $101,248+229.4% | $158,922+109.9% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 17.56% | 56.14%-38.6pp | 46.47%-28.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $4,819 | $4,175+15.4% | $3,660+31.7% | $4,761+1.2% |
| Participant deferral / active EE | $7,271 | $4,957+46.7% | $4,370+66.4% | $5,982+21.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |