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 | $256,112 | $175,202+46.2% | $149,673+71.1% | $139,434+83.7% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 16.98% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,426 | $5,474-73.9% | $4,818-70.4% | $4,751-70.0% |
| Participant deferral / active EE | $5,434 | $6,519-16.6% | $5,680-4.3% | $6,710-19.0% |
| Admin fee / account holder | $126 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |