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 | $317,988 | $165,335+92.3% | $149,696+112.4% | $158,922+100.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 10.44% | 348.15%-337.7pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,111 | $5,103-78.2% | $4,644-76.1% | $4,761-76.7% |
| Participant deferral / active EE | $5,778 | $7,181-19.5% | $6,842-15.6% | $5,982-3.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |