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 | $267,939 | $175,202+52.9% | $149,673+79.0% | $139,434+92.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 25.65% | 166.71%-141.1pp | 134.42%-108.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,692 | $5,474-69.1% | $4,818-64.9% | $4,751-64.4% |
| Participant deferral / active EE | $3,992 | $6,519-38.8% | $5,680-29.7% | $6,710-40.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |