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 | $408,773 | $111,754+265.8% | $103,333+295.6% | $145,922+180.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.98% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,200 | $4,212-47.8% | $3,868-43.1% | $4,660-52.8% |
| Participant deferral / active EE | $5,300 | $5,619-5.7% | $5,057+4.8% | $6,688-20.8% |
| Admin fee / account holder | $277 | $9,750-97.2% | $8,355-96.7% | $13,397-97.9% |