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 | $415,314 | $183,519+126.3% | $155,509+167.1% | $145,922+184.6% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 11.92% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,000 | $5,313-62.4% | $4,672-57.2% | $4,660-57.1% |
| Participant deferral / active EE | $7,667 | $6,462+18.6% | $5,626+36.3% | $6,688+14.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |