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 | $269,338 | $149,679+79.9% | $117,039+130.1% | $147,584+82.5% |
| Participation rate | 25.0% | 83.5%-58.5pp | 77.2%-52.2pp | 82.8%-57.8pp |
| Annual return | 20.10% | 19.31%+0.8pp | 18.95%+1.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,340 | $4,937-52.6% | $3,785-38.2% | $4,876-52.0% |
| Participant deferral / active EE | $6,000 | $4,912+22.2% | $3,929+52.7% | $5,439+10.3% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |