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 | $683,157 | $95,193+617.7% | $76,523+792.7% | $135,375+404.6% |
| Participation rate | 18.2% | 74.4%-56.2pp | 68.0%-49.8pp | 82.6%-64.5pp |
| Annual return | 4.34% | 4.85%-0.5pp | -0.27%+4.6pp | 519.73%-515.4pp |
| Employer contribution / active EE | $5,136 | $3,302+55.5% | $2,647+94.0% | $4,779+7.5% |
| Participant deferral / active EE | $3,364 | $4,639-27.5% | $3,835-12.3% | $5,609-40.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |