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 | $431,370 | $126,574+240.8% | $106,213+306.1% | $145,922+195.6% |
| Participation rate | 27.3% | 77.6%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 31.27% | 224.79%-193.5pp | 116.14%-84.9pp | 561.29%-530.0pp |
| Employer contribution / active EE | $868 | $3,730-76.7% | $3,171-72.6% | $4,660-81.4% |
| Participant deferral / active EE | $4,540 | $5,724-20.7% | $5,016-9.5% | $6,688-32.1% |
| Admin fee / account holder | $30 | $17,304-99.8% | $11,033-99.7% | $13,397-99.8% |