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 | $815,208 | $96,484+744.9% | $75,886+974.2% | $152,861+433.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 19.87% | 33.98%-14.1pp | 30.76%-10.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $10,416 | $3,309+214.7% | $2,500+316.6% | $4,762+118.7% |
| Participant deferral / active EE | $8,493 | $4,553+86.5% | $3,603+135.7% | $5,850+45.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |