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 | $417,309 | $106,890+290.4% | $84,015+396.7% | $152,861+173.0% |
| Participation rate | 11.1% | 75.2%-64.1pp | 69.0%-57.9pp | 82.4%-71.3pp |
| Annual return | 21.39% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,052 | $2,734-61.5% | $1,983-47.0% | $4,762-77.9% |
| Participant deferral / active EE | $1,806 | $4,011-55.0% | $3,239-44.2% | $5,850-69.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |