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 3-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 | $326,093 | $228,332+42.8% | $185,823+75.5% | $158,922+105.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 22.70% | 40.80%-18.1pp | 35.95%-13.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,500 | $4,967-49.7% | $4,087-38.8% | $4,761-47.5% |
| Participant deferral / active EE | $3,250 | $6,415-49.3% | $5,632-42.3% | $5,982-45.7% |
| Admin fee / account holder | $30 | $11,864-99.7% | $9,500-99.7% | $11,246-99.7% |