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 4-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 | $309,514 | $112,729+174.6% | $98,716+213.5% | $137,256+125.5% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.3%-52.6pp | 80.0%-63.3pp |
| Annual return | 18.13% | 38.48%-20.3pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,400 | $2,725-48.6% | $2,279-38.6% | $4,156-66.3% |
| Participant deferral / active EE | $5,167 | $4,640+11.3% | $4,048+27.6% | $6,407-19.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |