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 | $292,899 | $111,754+162.1% | $103,333+183.5% | $145,922+100.7% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 17.18% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $928 | $4,212-78.0% | $3,868-76.0% | $4,660-80.1% |
| Participant deferral / active EE | $4,734 | $5,619-15.7% | $5,057-6.4% | $6,688-29.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |