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 | $681,560 | $162,781+318.7% | $133,956+408.8% | $158,922+328.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 22.27% | 41.94%-19.7pp | 45.09%-22.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $4,600 | $4,975-7.5% | $3,919+17.4% | $4,761-3.4% |
| Participant deferral / active EE | $7,750 | $5,911+31.1% | $5,048+53.5% | $5,982+29.6% |
| Admin fee / account holder | $60 | $11,736-99.5% | $8,927-99.3% | $11,246-99.5% |