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 | $334,587 | $70,606+373.9% | $53,898+520.8% | $142,382+135.0% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 14.76% | 619.81%-605.1pp | 528.60%-513.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,173 | $1,202-2.4% | $932+25.9% | $4,299-72.7% |
| Participant deferral / active EE | $5,824 | $2,364+146.3% | $1,826+218.9% | $6,507-10.5% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |