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 | $299,689 | $165,335+81.3% | $149,696+100.2% | $158,922+88.6% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 23.79% | 348.15%-324.4pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $935 | $5,103-81.7% | $4,644-79.9% | $4,761-80.4% |
| Participant deferral / active EE | $7,686 | $7,181+7.0% | $6,842+12.3% | $5,982+28.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |