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 | $263,379 | $176,056+49.6% | $159,436+65.2% | $167,490+57.3% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 16.42% | 331.75%-315.3pp | 263.57%-247.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,651 | $5,297-68.8% | $4,829-65.8% | $4,837-65.9% |
| Participant deferral / active EE | $4,766 | $7,750-38.5% | $7,352-35.2% | $6,341-24.8% |
| Admin fee / account holder | $11 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |