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 | $401,772 | $153,772+161.3% | $133,980+199.9% | $273,961+46.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 9.52% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,400 | $6,029-60.2% | $5,211-54.0% | $4,869-50.7% |
| Participant deferral / active EE | $11,000 | $6,958+58.1% | $6,282+75.1% | $5,287+108.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |