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 4-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 | $3,138,854 | $88,751+3436.7% | $81,812+3736.7% | $145,922+2051.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.27% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $48,239 | $3,083+1464.5% | $2,912+1556.4% | $4,660+935.3% |
| Participant deferral / active EE | $15,250 | $4,643+228.4% | $4,319+253.1% | $6,688+128.0% |
| Admin fee / account holder | $50 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |