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 | $376,838 | $138,044+173.0% | $125,339+200.7% | $134,475+180.2% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -19.41% | 750.33%-769.7pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,487 | $5,243-52.6% | $4,814-48.3% | $4,740-47.5% |
| Participant deferral / active EE | $4,348 | $7,799-44.2% | $7,446-41.6% | $6,400-32.1% |
| Admin fee / account holder | -$404 | $11,571-103.5% | $10,010-104.0% | $11,426-103.5% |