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 | $465,238 | $117,859+294.7% | $102,438+354.2% | $145,959+218.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 30.08% | 31.72%-1.6pp | 29.37%+0.7pp | 561.95%-531.9pp |
| Employer contribution / active EE | $3,515 | $3,615-2.8% | $3,024+16.3% | $4,661-24.6% |
| Participant deferral / active EE | $14,712 | $5,732+156.7% | $5,054+191.1% | $6,689+120.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |