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 | $364,607 | $167,307+117.9% | $143,757+153.6% | $134,475+171.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -16.79% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,054 | $5,619-63.5% | $4,951-58.5% | $4,740-56.7% |
| Participant deferral / active EE | $4,387 | $6,446-31.9% | $5,637-22.2% | $6,400-31.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |