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 | $331,414 | $175,600+88.7% | $129,110+156.7% | $134,475+146.5% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -14.42% | -11.39%-3.0pp | -10.94%-3.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,879 | $6,355-54.7% | $5,052-43.0% | $4,740-39.3% |
| Participant deferral / active EE | $13,762 | $7,975+72.5% | $6,542+110.4% | $6,400+115.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |