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 | $111,814+265.6% | $103,374+295.4% | $145,959+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 | 24.89%-10.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,200 | $4,214-47.8% | $3,869-43.1% | $4,661-52.8% |
| Participant deferral / active EE | $5,300 | $5,618-5.7% | $5,058+4.8% | $6,689-20.8% |
| Admin fee / account holder | $277 | $9,754-97.2% | $8,394-96.7% | $13,398-97.9% |