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 | $294,251 | $80,717+264.5% | $154,803+90.1% | $84,808+247.0% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 19.34% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,118 | $2,761+12.9% | $4,305-27.6% | $2,631+18.5% |
| Participant deferral / active EE | $6,596 | $3,303+99.7% | $5,540+19.0% | $4,212+56.6% |
| Admin fee / account holder | $162 | $6,746-97.6% | $14,329-98.9% | $7,344-97.8% |