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 | $280,978 | $147,727+90.2% | $115,756+142.7% | $134,475+108.9% |
| Participation rate | 66.7% | 80.4%-13.8pp | 77.1%-10.4pp | 81.2%-14.6pp |
| Annual return | -15.32% | 73.96%-89.3pp | 143.14%-158.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,722 | $4,713-21.0% | $3,793-1.9% | $4,740-21.5% |
| Participant deferral / active EE | $10,103 | $7,563+33.6% | $6,254+61.5% | $6,400+57.9% |
| Admin fee / account holder | $40 | $14,571-99.7% | $8,124-99.5% | $11,426-99.6% |