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 | $503,117 | $114,047+341.1% | $96,139+423.3% | $167,490+200.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 20.50% | 189.88%-169.4pp | 191.94%-171.4pp | 478.56%-458.1pp |
| Employer contribution / active EE | $912 | $3,427-73.4% | $2,797-67.4% | $4,837-81.1% |
| Participant deferral / active EE | $5,329 | $5,194+2.6% | $4,349+22.5% | $6,341-16.0% |
| Admin fee / account holder | $150 | $6,897-97.8% | $5,537-97.3% | $12,309-98.8% |