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 | $4,494,252 | $177,572+2430.9% | $154,803+2803.2% | $142,382+3056.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 16.96% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $18,591 | $4,810+286.5% | $4,305+331.8% | $4,299+332.4% |
| Participant deferral / active EE | $16,125 | $6,272+157.1% | $5,540+191.0% | $6,507+147.8% |
| Admin fee / account holder | $31 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |