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 9-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 | $586,504 | $228,332+156.9% | $185,823+215.6% | $158,922+269.1% |
| Participation rate | 18.2% | 82.3%-64.1pp | 78.0%-59.8pp | 82.0%-63.8pp |
| Annual return | 24.49% | 40.80%-16.3pp | 35.95%-11.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $35 | $11,864-99.7% | $9,500-99.6% | $11,246-99.7% |