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 | $312,918 | $93,346+235.2% | $71,796+335.8% | $273,961+14.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 9.02% | 130.39%-121.4pp | 78.04%-69.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,704 | $2,733-37.7% | $1,924-11.5% | $4,869-65.0% |
| Participant deferral / active EE | $8,400 | $3,475+141.7% | $2,794+200.6% | $5,287+58.9% |
| Admin fee / account holder | $50 | $6,571-99.2% | $4,815-99.0% | $10,132-99.5% |