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 | $332,050 | $148,534+123.6% | $135,903+144.3% | $139,434+138.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 21.06% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,568 | $5,243-70.1% | $4,856-67.7% | $4,751-67.0% |
| Participant deferral / active EE | $5,751 | $8,100-29.0% | $7,758-25.9% | $6,710-14.3% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |