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 | $255,411 | $95,862+166.4% | $79,550+221.1% | $134,475+89.9% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -16.46% | -2.69%-13.8pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,492 | $3,128-52.3% | $2,413-38.2% | $4,740-68.5% |
| Participant deferral / active EE | $7,106 | $4,693+51.4% | $3,985+78.3% | $6,400+11.0% |
| Admin fee / account holder | $138 | $9,126-98.5% | $6,832-98.0% | $11,426-98.8% |