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 | $424,361 | $95,971+342.2% | $74,550+469.2% | $135,375+213.5% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.44% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $5,500 | $2,716+102.5% | $1,961+180.5% | $4,779+15.1% |
| Participant deferral / active EE | $12,000 | $3,843+212.2% | $3,108+286.1% | $5,609+114.0% |
| Admin fee / account holder | $265 | $6,522-95.9% | $5,060-94.8% | $10,827-97.6% |