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 | $544,236 | $148,534+266.4% | $135,903+300.5% | $139,434+290.3% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 19.12% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,063 | $5,243-79.7% | $4,856-78.1% | $4,751-77.6% |
| Participant deferral / active EE | $8,857 | $8,100+9.3% | $7,758+14.2% | $6,710+32.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |