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 | $179,726+1148.9% | $156,263+1336.4% | $142,382+1476.5% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.9%-66.4pp | 80.1%-67.6pp |
| Annual return | 17.79% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,813 | $5,069+14.7% | $4,333+34.1% | $4,299+35.2% |
| Participant deferral / active EE | $2,938 | $6,956-57.8% | $6,158-52.3% | $6,507-54.9% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |