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 | $512,963 | $95,193+438.9% | $76,523+570.3% | $135,375+278.9% |
| Participation rate | 9.1% | 74.4%-65.3pp | 68.0%-58.9pp | 82.6%-73.5pp |
| Annual return | -5.52% | 4.85%-10.4pp | -0.27%-5.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $655 | $3,302-80.2% | $2,647-75.3% | $4,779-86.3% |
| Participant deferral / active EE | $1,473 | $4,639-68.3% | $3,835-61.6% | $5,609-73.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |