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 | $474,425 | $90,503+424.2% | $78,689+502.9% | $273,961+73.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 11.40% | 75.60%-64.2pp | 62.18%-50.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,418 | $3,176-55.3% | $2,851-50.2% | $4,869-70.9% |
| Participant deferral / active EE | $7,692 | $3,901+97.2% | $3,517+118.7% | $5,287+45.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |