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 | $944,380 | $100,773+837.1% | $88,946+961.8% | $142,382+563.3% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.8%-57.7pp | 80.1%-69.0pp |
| Annual return | 16.24% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,035 | $2,918-64.5% | $2,555-59.5% | $4,299-75.9% |
| Participant deferral / active EE | $2,194 | $5,230-58.1% | $4,581-52.1% | $6,507-66.3% |
| Admin fee / account holder | $99 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |