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 | $277,172 | $73,004+279.7% | $90,749+205.4% | $68,494+304.7% |
| Participation rate | 12.1% | 70.8%-58.7pp | 75.7%-63.6pp | 67.9%-55.8pp |
| Annual return | -15.63% | -13.81%-1.8pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,020 | $2,193-53.5% | $2,921-65.1% | $2,596-60.7% |
| Participant deferral / active EE | $2,030 | $3,627-44.0% | $4,564-55.5% | $4,027-49.6% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |