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 | $348,061 | $95,862+263.1% | $79,550+337.5% | $134,475+158.8% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -6.99% | -2.69%-4.3pp | 0.16%-7.2pp | 417.96%-425.0pp |
| Employer contribution / active EE | $1,047 | $3,128-66.5% | $2,413-56.6% | $4,740-77.9% |
| Participant deferral / active EE | $2,250 | $4,693-52.1% | $3,985-43.5% | $6,400-64.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |