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 | $252,430 | $127,065+98.7% | $113,168+123.1% | $142,382+77.3% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 16.52% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.6pp |
| Employer contribution / active EE | $989 | $3,442-71.3% | $2,975-66.8% | $4,299-77.0% |
| Participant deferral / active EE | $10,333 | $5,716+80.8% | $5,107+102.3% | $6,507+58.8% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |