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 | $301,385 | $167,484+79.9% | $151,611+98.8% | $134,475+124.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.43% | 7.80%-25.2pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,328 | $6,829-51.3% | $6,166-46.0% | $4,740-29.8% |
| Participant deferral / active EE | $10,595 | $8,986+17.9% | $8,363+26.7% | $6,400+65.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |