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 | $332,690 | $154,228+115.7% | $145,433+128.8% | $137,256+142.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.68% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,836 | $4,804+0.7% | $4,554+6.2% | $4,156+16.4% |
| Participant deferral / active EE | $17,000 | $8,216+106.9% | $7,897+115.3% | $6,407+165.3% |
| Admin fee / account holder | $55 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |