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 | $309,389 | $142,344+117.4% | $119,609+158.7% | $134,475+130.1% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.3%-34.8pp | 81.2%-36.8pp |
| Annual return | 2.88% | -12.44%+15.3pp | -14.97%+17.8pp | 417.96%-415.1pp |
| Employer contribution / active EE | $1,465 | $5,222-72.0% | $4,232-65.4% | $4,740-69.1% |
| Participant deferral / active EE | $7,230 | $6,469+11.8% | $5,602+29.1% | $6,400+13.0% |
| Admin fee / account holder | $48 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |