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 | $598,736 | $91,552+554.0% | $133,956+347.0% | $79,858+649.8% |
| Participation rate | 28.0% | 73.3%-45.3pp | 79.8%-51.8pp | 69.6%-41.6pp |
| Annual return | 21.61% | 61.85%-40.2pp | 45.09%-23.5pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,498 | $2,384-37.1% | $3,919-61.8% | $2,471-39.4% |
| Participant deferral / active EE | $4,070 | $3,733+9.0% | $5,048-19.4% | $3,740+8.8% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |