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 | $616,049 | $217,402+183.4% | $185,823+231.5% | $167,490+267.8% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 13.93% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,525 | $5,873-40.0% | $5,167-31.8% | $4,837-27.1% |
| Participant deferral / active EE | $2,710 | $6,356-57.4% | $5,568-51.3% | $6,341-57.3% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |