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 4-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 | $323,475 | $148,534+117.8% | $135,903+138.0% | $139,434+132.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.09% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,087 | $5,243-79.3% | $4,856-77.6% | $4,751-77.1% |
| Participant deferral / active EE | $13,093 | $8,100+61.6% | $7,758+68.8% | $6,710+95.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |