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 | $402,973 | $152,587+164.1% | $125,175+221.9% | $152,861+163.6% |
| Participation rate | 31.3% | 83.3%-52.1pp | 79.8%-48.5pp | 82.4%-51.2pp |
| Annual return | 26.44% | 54.84%-28.4pp | 43.79%-17.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,749 | $4,946-64.6% | $3,865-54.8% | $4,762-63.3% |
| Participant deferral / active EE | $6,153 | $5,868+4.9% | $4,937+24.6% | $5,850+5.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |