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 | $473,571 | $102,966+359.9% | $90,281+424.5% | $152,861+209.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 19.50% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,450 | $3,139-53.8% | $2,854-49.2% | $4,762-69.5% |
| Participant deferral / active EE | $1,450 | $4,281-66.1% | $3,885-62.7% | $5,850-75.2% |
| Admin fee / account holder | $12 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |