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 | $2,244,603 | $178,174+1159.8% | $156,181+1337.2% | $137,256+1535.3% |
| Participation rate | 12.5% | 82.0%-69.5pp | 78.8%-66.3pp | 80.0%-67.5pp |
| Annual return | 17.79% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,813 | $4,972+16.9% | $4,294+35.4% | $4,156+39.9% |
| Participant deferral / active EE | $2,938 | $6,888-57.4% | $6,132-52.1% | $6,407-54.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |