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 | $427,355 | $82,630+417.2% | $64,105+566.7% | $125,391+240.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -0.74% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $13,333 | $2,671+399.1% | $1,820+632.6% | $4,866+174.0% |
| Participant deferral / active EE | $16,000 | $3,608+343.4% | $2,822+467.0% | $5,352+199.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |