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 | $467,322 | $102,616+355.4% | $81,983+470.0% | $158,922+194.1% |
| Participation rate | 53.3% | 75.5%-22.2pp | 69.2%-15.9pp | 82.0%-28.6pp |
| Annual return | 26.92% | 61.04%-34.1pp | 41.31%-14.4pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,146 | $3,240-64.6% | $2,498-54.1% | $4,761-75.9% |
| Participant deferral / active EE | $7,737 | $4,648+66.5% | $3,722+107.9% | $5,982+29.3% |
| Admin fee / account holder | $185 | $8,235-97.8% | $5,664-96.7% | $11,246-98.4% |