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 | $719,320 | $70,756+916.6% | $65,493+998.3% | $142,382+405.2% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 16.85% | 1754.89%-1738.0pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,250 | $2,881+117.0% | $2,574+142.8% | $4,299+45.4% |
| Participant deferral / active EE | $10,333 | $4,637+122.8% | $3,961+160.9% | $6,507+58.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |