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 | $438,747 | $118,849+269.2% | $96,562+354.4% | $167,490+162.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 17.28% | 50.49%-33.2pp | 37.78%-20.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,851 | $3,120+23.4% | $2,356+63.4% | $4,837-20.4% |
| Participant deferral / active EE | $9,595 | $4,616+107.9% | $3,849+149.3% | $6,341+51.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |