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 | $258,482 | $153,772+68.1% | $133,980+92.9% | $273,961-5.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 12.43% | 36.51%-24.1pp | 29.30%-16.9pp | 41.45%-29.0pp |
| Employer contribution / active EE | $4,086 | $6,029-32.2% | $5,211-21.6% | $4,869-16.1% |
| Participant deferral / active EE | $7,150 | $6,958+2.8% | $6,282+13.8% | $5,287+35.2% |
| Admin fee / account holder | $72 | $11,765-99.4% | $9,324-99.2% | $10,132-99.3% |