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 | $278,116 | $81,625+240.7% | $58,482+375.6% | $139,434+99.5% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 10.17% | 7404.20%-7394.0pp | 4239.32%-4229.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,992 | $1,398+42.5% | $1,053+89.1% | $4,751-58.1% |
| Participant deferral / active EE | $7,990 | $2,557+212.5% | $1,924+315.3% | $6,710+19.1% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |