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 | $319,272 | $81,460+291.9% | $103,333+209.0% | $80,856+294.9% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 13.42% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,248 | $3,105+4.6% | $3,868-16.0% | $2,755+17.9% |
| Participant deferral / active EE | $6,911 | $3,869+78.6% | $5,057+36.7% | $4,296+60.9% |
| Admin fee / account holder | $12 | $6,566-99.8% | $8,355-99.9% | $6,918-99.8% |