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 6-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 | $255,457 | $114,381+123.3% | $107,525+137.6% | $142,382+79.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 15.46% | 242.71%-227.2pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,547 | $4,015+38.2% | $3,754+47.8% | $4,299+29.0% |
| Participant deferral / active EE | $11,700 | $5,564+110.3% | $5,116+128.7% | $6,507+79.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |