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 | $286,885 | $118,680+141.7% | $98,907+190.1% | $158,922+80.5% |
| Participation rate | 25.0% | 77.8%-52.8pp | 76.0%-51.0pp | 82.0%-57.0pp |
| Annual return | 20.16% | 372.35%-352.2pp | 196.43%-176.3pp | 302.83%-282.7pp |
| Employer contribution / active EE | $725 | $3,333-78.3% | $2,689-73.0% | $4,761-84.8% |
| Participant deferral / active EE | $4,818 | $5,088-5.3% | $4,244+13.5% | $5,982-19.5% |
| Admin fee / account holder | $15 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |