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 8-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 | $295,497 | $177,572+66.4% | $154,803+90.9% | $142,382+107.5% |
| Participation rate | 21.4% | 82.1%-60.6pp | 78.1%-56.6pp | 80.1%-58.7pp |
| Annual return | 20.35% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,597 | $4,810-66.8% | $4,305-62.9% | $4,299-62.9% |
| Participant deferral / active EE | $4,475 | $6,272-28.6% | $5,540-19.2% | $6,507-31.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |