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 | $359,557 | $209,411+71.7% | $178,490+101.4% | $158,922+126.2% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.25% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,886 | $5,706-31.9% | $5,011-22.5% | $4,761-18.4% |
| Participant deferral / active EE | $4,321 | $5,954-27.4% | $5,202-16.9% | $5,982-27.8% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |