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 | $467,036 | $176,812+164.1% | $146,665+218.4% | $167,490+178.8% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 22.21% | 24.03%-1.8pp | 22.74%-0.5pp | 478.56%-456.3pp |
| Employer contribution / active EE | $2,120 | $5,160-58.9% | $4,136-48.7% | $4,837-56.2% |
| Participant deferral / active EE | $2,200 | $6,440-65.8% | $5,506-60.0% | $6,341-65.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |