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 | $659,501 | $185,822+254.9% | $169,993+288.0% | $139,434+373.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.26% | 60.50%-43.2pp | 53.37%-36.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $18,896 | $7,590+149.0% | $6,785+178.5% | $4,751+297.7% |
| Participant deferral / active EE | $10,900 | $11,622-6.2% | $10,408+4.7% | $6,710+62.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |