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 | $328,813 | $95,862+243.0% | $79,550+313.3% | $134,475+144.5% |
| Participation rate | 30.8% | 75.0%-44.3pp | 69.5%-38.7pp | 81.2%-50.5pp |
| Annual return | -19.30% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,488 | $3,128-20.4% | $2,413+3.1% | $4,740-47.5% |
| Participant deferral / active EE | $3,313 | $4,693-29.4% | $3,985-16.9% | $6,400-48.2% |
| Admin fee / account holder | $30 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |