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 | $282,937 | $111,724+153.2% | $93,606+202.3% | $145,922+93.9% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 8.80% | 202.98%-194.2pp | 133.20%-124.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,843 | $3,090-40.3% | $2,420-23.8% | $4,660-60.4% |
| Participant deferral / active EE | $3,661 | $4,912-25.5% | $4,411-17.0% | $6,688-45.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |