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 | $648,304 | $227,553+184.9% | $189,557+242.0% | $167,490+287.1% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.4%-61.8pp | 82.1%-65.4pp |
| Annual return | 10.54% | 78.40%-67.9pp | 64.17%-53.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $35 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |