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 | $272,636 | $105,126+159.3% | $94,646+188.1% | $139,434+95.5% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 15.63% | 38.03%-22.4pp | 156.71%-141.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,227 | $4,106-70.1% | $3,672-66.6% | $4,751-74.2% |
| Participant deferral / active EE | $6,429 | $7,599-15.4% | $7,418-13.3% | $6,710-4.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |