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 | $289,194 | $106,515+171.5% | $96,683+199.1% | $139,434+107.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 24.52% | 38.43%-13.9pp | 35.69%-11.2pp | 372.94%-348.4pp |
| Employer contribution / active EE | $3,533 | $4,103-13.9% | $3,737-5.4% | $4,751-25.6% |
| Participant deferral / active EE | $13,000 | $5,454+138.4% | $4,878+166.5% | $6,710+93.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |