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 | $544,561 | $74,888+627.2% | $71,209+664.7% | $142,382+282.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 29.58% | 345.14%-315.6pp | 282.51%-252.9pp | 217.08%-187.5pp |
| Employer contribution / active EE | $1,998 | $2,854-30.0% | $2,721-26.6% | $4,299-53.5% |
| Participant deferral / active EE | $3,600 | $4,454-19.2% | $4,175-13.8% | $6,507-44.7% |
| Admin fee / account holder | $73 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |