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 9-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 | $292,265 | $176,377+65.7% | $134,143+117.9% | $158,922+83.9% |
| Participation rate | 41.7% | 78.7%-37.0pp | 72.2%-30.5pp | 82.0%-40.3pp |
| Annual return | 20.55% | 63.63%-43.1pp | 36.33%-15.8pp | 302.83%-282.3pp |
| Employer contribution / active EE | $378 | $5,040-92.5% | $3,704-89.8% | $4,761-92.1% |
| Participant deferral / active EE | $5,876 | $4,091+43.6% | $3,499+68.0% | $5,982-1.8% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |