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 | $306,696 | $109,327+180.5% | $89,391+243.1% | $158,922+93.0% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 13.12% | 345.68%-332.6pp | 245.62%-232.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,345 | $3,170-26.0% | $2,586-9.3% | $4,761-50.7% |
| Participant deferral / active EE | $3,757 | $4,598-18.3% | $3,890-3.4% | $5,982-37.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |