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 | $343,121 | $172,111+99.4% | $150,298+128.3% | $137,256+150.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 19.22% | 69.37%-50.1pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,440 | $4,636-68.9% | $4,154-65.3% | $4,156-65.4% |
| Participant deferral / active EE | $18,840 | $6,166+205.6% | $5,453+245.5% | $6,407+194.1% |
| Admin fee / account holder | $60 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |