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 | $429,298 | $179,726+138.9% | $156,263+174.7% | $142,382+201.5% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.9%-53.9pp | 80.1%-55.1pp |
| Annual return | 18.65% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,487 | $5,069-11.5% | $4,333+3.6% | $4,299+4.4% |
| Participant deferral / active EE | $8,974 | $6,956+29.0% | $6,158+45.7% | $6,507+37.9% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |