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 | $321,814 | $76,738+319.4% | $56,411+470.5% | $145,922+120.5% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 8.34% | 2994.23%-2985.9pp | 1701.33%-1693.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,090 | $1,380+51.4% | $1,039+101.2% | $4,660-55.2% |
| Participant deferral / active EE | $8,165 | $2,623+211.3% | $1,952+318.3% | $6,688+22.1% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |