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 | $564,230 | $209,411+169.4% | $178,490+216.1% | $158,922+255.0% |
| Participation rate | 22.2% | 86.3%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 35.54% | 188.75%-153.2pp | 151.07%-115.5pp | 302.83%-267.3pp |
| Employer contribution / active EE | $1,394 | $5,706-75.6% | $5,011-72.2% | $4,761-70.7% |
| Participant deferral / active EE | $4,229 | $5,954-29.0% | $5,202-18.7% | $5,982-29.3% |
| Admin fee / account holder | $30 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |