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 5-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 | $268,040 | $167,307+60.2% | $143,757+86.5% | $134,475+99.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -8.74% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,388 | $5,619-4.1% | $4,951+8.8% | $4,740+13.7% |
| Participant deferral / active EE | $11,920 | $6,446+84.9% | $5,637+111.5% | $6,400+86.3% |
| Admin fee / account holder | $138 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |