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 | $322,593 | $95,971+236.1% | $74,550+332.7% | $135,375+138.3% |
| Participation rate | 10.0% | 75.7%-65.7pp | 69.1%-59.1pp | 82.6%-72.6pp |
| Annual return | -3.56% | 56.96%-60.5pp | 32.53%-36.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $892 | $2,716-67.2% | $1,961-54.5% | $4,779-81.3% |
| Participant deferral / active EE | $1,600 | $3,843-58.4% | $3,108-48.5% | $5,609-71.5% |
| Admin fee / account holder | $8 | $6,522-99.9% | $5,060-99.9% | $10,827-99.9% |