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 | $792,801 | $96,557+721.1% | $80,975+879.1% | $273,961+189.4% |
| Participation rate | 17.6% | 79.1%-61.4pp | 75.8%-58.2pp | 83.0%-65.4pp |
| Annual return | 11.63% | 15.14%-3.5pp | 17.10%-5.5pp | 41.45%-29.8pp |
| Employer contribution / active EE | $4,275 | $4,868-12.2% | $3,714+15.1% | $4,869-12.2% |
| Participant deferral / active EE | $7,700 | $6,598+16.7% | $5,696+35.2% | $5,287+45.6% |
| Admin fee / account holder | $74 | $7,492-99.0% | $5,516-98.7% | $10,132-99.3% |