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 | $308,663 | $99,652+209.7% | $78,778+291.8% | $147,584+109.1% |
| Participation rate | 9.1% | 76.2%-67.1pp | 69.2%-60.1pp | 82.8%-73.7pp |
| Annual return | 13.26% | 47.28%-34.0pp | 35.62%-22.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $853 | $2,796-69.5% | $1,986-57.0% | $4,876-82.5% |
| Participant deferral / active EE | $1,409 | $3,664-61.5% | $2,958-52.4% | $5,439-74.1% |
| Admin fee / account holder | $3 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |