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 | $265,254 | $172,111+54.1% | $150,298+76.5% | $137,256+93.3% |
| Participation rate | 52.6% | 81.7%-29.1pp | 77.8%-25.1pp | 80.0%-27.3pp |
| Annual return | 18.80% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,538 | $4,636-66.8% | $4,154-63.0% | $4,156-63.0% |
| Participant deferral / active EE | $2,972 | $6,166-51.8% | $5,453-45.5% | $6,407-53.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |