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 7-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 | $685,663 | $95,971+614.4% | $74,550+819.7% | $135,375+406.5% |
| Participation rate | 15.4% | 75.7%-60.3pp | 69.1%-53.8pp | 82.6%-67.3pp |
| Annual return | 57.03% | 56.96%+0.1pp | 32.53%+24.5pp | 519.73%-462.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $35 | $6,522-99.5% | $5,060-99.3% | $10,827-99.7% |