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 | $614,420 | $167,484+266.9% | $151,611+305.3% | $134,475+356.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -10.58% | 7.80%-18.4pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,438 | $6,829-49.7% | $6,166-44.3% | $4,740-27.5% |
| Participant deferral / active EE | $7,500 | $8,986-16.5% | $8,363-10.3% | $6,400+17.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |