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 | $310,039 | $165,335+87.5% | $149,696+107.1% | $158,922+95.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 54.92% | 348.15%-293.2pp | 276.60%-221.7pp | 302.83%-247.9pp |
| Employer contribution / active EE | $1,463 | $5,103-71.3% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $8,383 | $7,181+16.7% | $6,842+22.5% | $5,982+40.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |