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 | $340,636 | $138,385+146.2% | $184,200+84.9% | $80,874+321.2% |
| Participation rate | 48.1% | 83.9%-35.7pp | 86.8%-38.7pp | 67.6%-19.5pp |
| Annual return | 13.09% | 20.02%-6.9pp | 28.80%-15.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,800 | $7,073-3.9% | $9,132-25.5% | $4,297+58.3% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,907-100.0% | $6,935-100.0% |