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 | $569,895 | $117,983+383.0% | $101,794+459.9% | $142,382+300.3% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.2%-53.8pp | 80.1%-64.7pp |
| Annual return | 14.61% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,050 | $2,773-62.1% | $2,289-54.1% | $4,299-75.6% |
| Participant deferral / active EE | $2,385 | $4,714-49.4% | $4,084-41.6% | $6,507-63.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |