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 | $291,797 | $215,361+35.5% | $171,082+70.6% | $273,961+6.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.98% | 25.14%-16.2pp | 32.56%-23.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,797 | $4,967-23.6% | $4,002-5.1% | $4,869-22.0% |
| Participant deferral / active EE | $10,983 | $5,543+98.1% | $4,797+128.9% | $5,287+107.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |