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 | $359,330 | $175,202+105.1% | $149,673+140.1% | $139,434+157.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 26.06% | 166.71%-140.7pp | 134.42%-108.4pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,383 | $5,474-56.5% | $4,818-50.5% | $4,751-49.8% |
| Participant deferral / active EE | $6,421 | $6,519-1.5% | $5,680+13.0% | $6,710-4.3% |
| Admin fee / account holder | $30 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |