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 | $264,356 | $177,572+48.9% | $154,803+70.8% | $142,382+85.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 15.54% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,620 | $4,810-66.3% | $4,305-62.4% | $4,299-62.3% |
| Participant deferral / active EE | $6,816 | $6,272+8.7% | $5,540+23.0% | $6,507+4.7% |
| Admin fee / account holder | $60 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |