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 | $446,214 | $104,486+327.1% | $76,817+480.9% | $152,861+191.9% |
| Participation rate | 65.0% | 76.6%-11.6pp | 72.1%-7.1pp | 82.4%-17.4pp |
| Annual return | 23.44% | 1013.37%-989.9pp | 1166.11%-1142.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,652 | $3,116-14.9% | $2,302+15.2% | $4,762-44.3% |
| Participant deferral / active EE | $5,755 | $4,236+35.9% | $3,336+72.5% | $5,850-1.6% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |