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 | $260,579 | $106,515+144.6% | $96,683+169.5% | $139,434+86.9% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 19.34% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,558 | $4,103-62.0% | $3,737-58.3% | $4,751-67.2% |
| Participant deferral / active EE | $10,335 | $5,454+89.5% | $4,878+111.9% | $6,710+54.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |