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 | $512,849 | $127,264+303.0% | $109,895+366.7% | $167,490+206.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 9.25% | 22.97%-13.7pp | 29.45%-20.2pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,900 | $3,322-12.7% | $2,842+2.0% | $4,837-40.1% |
| Participant deferral / active EE | $6,500 | $4,514+44.0% | $4,048+60.6% | $6,341+2.5% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |