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 | $316,923 | $97,757+224.2% | $83,848+278.0% | $135,375+134.1% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -3.63% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $794 | $4,222-81.2% | $3,631-78.1% | $4,779-83.4% |
| Participant deferral / active EE | $3,870 | $4,682-17.3% | $4,082-5.2% | $5,609-31.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |