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 | $250,883 | $96,635+159.6% | $86,612+189.7% | $139,434+79.9% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 22.81% | 106.41%-83.6pp | 591.07%-568.3pp | 372.94%-350.1pp |
| Employer contribution / active EE | $374 | $3,263-88.5% | $3,022-87.6% | $4,751-92.1% |
| Participant deferral / active EE | $4,500 | $4,836-6.9% | $4,438+1.4% | $6,710-32.9% |
| Admin fee / account holder | $120 | $6,408-98.1% | $5,614-97.9% | $11,403-98.9% |