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 | $257,378 | $114,381+125.0% | $107,525+139.4% | $142,382+80.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 15.92% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,191 | $4,015-45.4% | $3,754-41.6% | $4,299-49.0% |
| Participant deferral / active EE | $3,988 | $5,564-28.3% | $5,116-22.0% | $6,507-38.7% |
| Admin fee / account holder | $37 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |