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 | $266,440 | $92,703+187.4% | $82,719+222.1% | $134,475+98.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -1.72% | 944.92%-946.6pp | 701.18%-702.9pp | 417.96%-419.7pp |
| Employer contribution / active EE | $941 | $3,274-71.3% | $3,009-68.7% | $4,740-80.1% |
| Participant deferral / active EE | $10,119 | $4,802+110.7% | $4,395+130.2% | $6,400+58.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |