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 | $254,621 | $232,540+9.5% | $185,117+37.5% | $147,584+72.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 16.52% | 43.03%-26.5pp | 40.50%-24.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,641 | $5,195-49.2% | $4,182-36.8% | $4,876-45.8% |
| Participant deferral / active EE | $4,675 | $5,834-19.9% | $5,045-7.3% | $5,439-14.0% |
| Admin fee / account holder | $13 | $10,275-99.9% | $8,159-99.8% | $10,885-99.9% |