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 | $356,642 | $172,111+107.2% | $150,298+137.3% | $137,256+159.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.08% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $980 | $4,636-78.9% | $4,154-76.4% | $4,156-76.4% |
| Participant deferral / active EE | $13,625 | $6,166+121.0% | $5,453+149.9% | $6,407+112.7% |
| Admin fee / account holder | $217 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |