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 8-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 | $585,316 | $101,618+476.0% | $93,063+528.9% | $137,256+326.4% |
| Participation rate | 20.0% | 74.9%-54.9pp | 72.1%-52.1pp | 80.0%-60.0pp |
| Annual return | 12.95% | 223.95%-211.0pp | 34.15%-21.2pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,400 | $2,707-48.3% | $2,476-43.5% | $4,156-66.3% |
| Participant deferral / active EE | $13,900 | $4,279+224.8% | $3,958+251.2% | $6,407+117.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |