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 | $319,542 | $76,738+316.4% | $56,411+466.5% | $145,922+119.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 17.66% | 2994.23%-2976.6pp | 1701.33%-1683.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $297 | $1,380-78.5% | $1,039-71.4% | $4,660-93.6% |
| Participant deferral / active EE | $6,778 | $2,623+158.4% | $1,952+247.2% | $6,688+1.3% |
| Admin fee / account holder | $40 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |