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 | $644,301 | $152,509+322.5% | $117,472+448.5% | $134,475+379.1% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -1.31% | 52.99%-54.3pp | 29.74%-31.1pp | 417.96%-419.3pp |
| Employer contribution / active EE | $8,500 | $5,571+52.6% | $4,176+103.5% | $4,740+79.3% |
| Participant deferral / active EE | $18,000 | $4,818+273.6% | $4,070+342.2% | $6,400+181.3% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |