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 | $402,081 | $111,535+260.5% | $105,223+282.1% | $137,256+192.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 18.36% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $995 | $3,939-74.7% | $3,689-73.0% | $4,156-76.1% |
| Participant deferral / active EE | $6,258 | $5,500+13.8% | $5,072+23.4% | $6,407-2.3% |
| Admin fee / account holder | $27 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |