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 | $342,448 | $45,863+646.7% | $77,024+344.6% | $68,494+400.0% |
| Participation rate | 59.4% | 55.9%+3.5pp | 67.9%-8.5pp | 67.9%-8.5pp |
| Annual return | -17.66% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,111 | $2,962+72.5% | $4,426+15.5% | $4,027+26.9% |
| Admin fee / account holder | $50 | $3,041-98.4% | $5,425-99.1% | $5,403-99.1% |