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 | $263,169 | $162,781+61.7% | $133,956+96.5% | $158,922+65.6% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 6.97% | 41.94%-35.0pp | 45.09%-38.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,009 | $4,975-79.7% | $3,919-74.3% | $4,761-78.8% |
| Participant deferral / active EE | $8,700 | $5,911+47.2% | $5,048+72.4% | $5,982+45.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |