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 | $252,690 | $142,344+77.5% | $119,609+111.3% | $134,475+87.9% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -17.57% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,177 | $5,222-58.3% | $4,232-48.5% | $4,740-54.1% |
| Participant deferral / active EE | $5,812 | $6,469-10.2% | $5,602+3.7% | $6,400-9.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |