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 | $566,782 | $46,869+1109.3% | $122,332+363.3% | $70,131+708.2% |
| Participation rate | 3.7% | 58.2%-54.5pp | 71.6%-67.9pp | 69.5%-65.8pp |
| Annual return | 17.65% | 24.22%-6.6pp | 30.27%-12.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $889 | $2,166-59.0% | $3,287-73.0% | $3,332-73.3% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |