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 | $802,874 | $167,307+379.9% | $143,757+458.5% | $134,475+497.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -10.78% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,150 | $5,619-61.7% | $4,951-56.6% | $4,740-54.6% |
| Participant deferral / active EE | $8,669 | $6,446+34.5% | $5,637+53.8% | $6,400+35.5% |
| Admin fee / account holder | $10 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |