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 | $264,261 | $47,848+452.3% | $81,478+224.3% | $70,131+276.8% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 22.35% | 27.25%-4.9pp | 38.78%-16.4pp | 73.14%-50.8pp |
| Employer contribution / active EE | $6,005 | $1,527+293.2% | $2,568+133.9% | $2,342+156.4% |
| Participant deferral / active EE | $3,018 | $2,453+23.0% | $3,537-14.7% | $3,332-9.4% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |