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 | $282,158 | $111,301+153.5% | $112,977+149.7% | $158,922+77.5% |
| Participation rate | 64.7% | 83.5%-18.8pp | 82.6%-17.9pp | 82.0%-17.3pp |
| Annual return | 12.54% | 26.40%-13.9pp | 24.24%-11.7pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,105 | $4,471-30.5% | $4,255-27.0% | $4,761-34.8% |
| Participant deferral / active EE | $4,257 | $5,880-27.6% | $5,836-27.1% | $5,982-28.8% |
| Admin fee / account holder | $151 | $8,392-98.2% | $6,294-97.6% | $11,246-98.7% |