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 | $388,397 | $95,862+305.2% | $79,550+388.2% | $134,475+188.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -16.85% | -2.69%-14.2pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,262 | $3,128+36.2% | $2,413+76.6% | $4,740-10.1% |
| Participant deferral / active EE | $11,466 | $4,693+144.3% | $3,985+187.7% | $6,400+79.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |