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 | $356,692 | $106,515+234.9% | $96,683+268.9% | $139,434+155.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 25.31% | 38.43%-13.1pp | 35.69%-10.4pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,439 | $4,103-64.9% | $3,737-61.5% | $4,751-69.7% |
| Participant deferral / active EE | $6,000 | $5,454+10.0% | $4,878+23.0% | $6,710-10.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |