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 5-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 | $268,022 | $102,317+162.0% | $146,958+82.4% | $80,856+231.5% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.2%-39.8pp | 67.6%-25.3pp |
| Annual return | 21.64% | 134.76%-113.1pp | 418.34%-396.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $2,798 | $3,713-24.6% | $4,933-43.3% | $2,755+1.6% |
| Participant deferral / active EE | $9,551 | $6,644+43.8% | $8,070+18.3% | $4,296+122.3% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |