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 | $404,418 | $49,922+710.1% | $80,569+402.0% | $75,163+438.1% |
| Participation rate | 59.5% | 55.3%+4.2pp | 67.0%-7.5pp | 67.2%-7.7pp |
| Annual return | 25.81% | 34.69%-8.9pp | 935.43%-909.6pp | 160.62%-134.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,431 | $2,990+81.6% | $4,447+22.1% | $4,125+31.7% |
| Admin fee / account holder | $48 | $3,577-98.7% | $5,377-99.1% | $5,651-99.2% |