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 | $627,544 | $172,111+264.6% | $150,298+317.5% | $137,256+357.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 18.15% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,129 | $4,636-75.6% | $4,154-72.8% | $4,156-72.8% |
| Participant deferral / active EE | $6,465 | $6,166+4.9% | $5,453+18.6% | $6,407+0.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |