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 | $453,225 | $102,966+340.2% | $90,281+402.0% | $152,861+196.5% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 21.34% | 95.16%-73.8pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,290 | $3,139+4.8% | $2,854+15.3% | $4,762-30.9% |
| Participant deferral / active EE | $6,152 | $4,281+43.7% | $3,885+58.3% | $5,850+5.2% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |