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 | $104,974+457.6% | $95,585+512.4% | $142,382+311.1% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 12.95% | 210.33%-197.4pp | 38.56%-25.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,400 | $2,779-49.6% | $2,527-44.6% | $4,299-67.4% |
| Participant deferral / active EE | $13,900 | $4,352+219.4% | $4,023+245.5% | $6,507+113.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |