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 | $317,272 | $118,450+167.9% | $98,439+222.3% | $139,434+127.5% |
| Participation rate | 27.3% | 77.4%-50.2pp | 75.2%-47.9pp | 80.3%-53.0pp |
| Annual return | 35.14% | 18.94%+16.2pp | 21.16%+14.0pp | 372.94%-337.8pp |
| Employer contribution / active EE | $757 | $3,609-79.0% | $3,048-75.2% | $4,751-84.1% |
| Participant deferral / active EE | $3,671 | $5,392-31.9% | $4,738-22.5% | $6,710-45.3% |
| Admin fee / account holder | $30 | $14,026-99.8% | $8,948-99.7% | $11,403-99.7% |