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 | $319,575 | $90,503+253.1% | $78,689+306.1% | $273,961+16.6% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 10.80% | 75.60%-64.8pp | 62.18%-51.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $576 | $3,176-81.9% | $2,851-79.8% | $4,869-88.2% |
| Participant deferral / active EE | $1,900 | $3,901-51.3% | $3,517-46.0% | $5,287-64.1% |
| Admin fee / account holder | $50 | $5,263-99.1% | $4,510-98.9% | $10,132-99.5% |