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 7-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 | $3,710,405 | $148,534+2398.0% | $135,903+2630.2% | $139,434+2561.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 302.53% | 79.19%+223.3pp | 68.23%+234.3pp | 372.94%-70.4pp |
| Employer contribution / active EE | $29,000 | $5,243+453.1% | $4,856+497.2% | $4,751+510.4% |
| Participant deferral / active EE | $20,000 | $8,100+146.9% | $7,758+157.8% | $6,710+198.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |