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 | $1,061,674 | $88,751+1096.2% | $81,812+1197.7% | $145,922+627.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 16.67% | 1025.40%-1008.7pp | 773.79%-757.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,352 | $3,083-56.2% | $2,912-53.6% | $4,660-71.0% |
| Participant deferral / active EE | $4,969 | $4,643+7.0% | $4,319+15.1% | $6,688-25.7% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |