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 | $359,267 | $133,958+168.2% | $112,228+220.1% | $134,475+167.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -18.79% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,910 | $4,038-52.7% | $3,635-47.5% | $4,740-59.7% |
| Participant deferral / active EE | $9,950 | $5,291+88.1% | $4,728+110.4% | $6,400+55.5% |
| Admin fee / account holder | $105 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |