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 | $295,854 | $163,101+81.4% | $136,749+116.3% | $142,382+107.8% |
| Participation rate | 22.2% | 78.2%-56.0pp | 72.1%-49.9pp | 80.1%-57.9pp |
| Annual return | 15.42% | 27.54%-12.1pp | 24.33%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |