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 4-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 | $277,865 | $167,307+66.1% | $143,757+93.3% | $134,475+106.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.57% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,200 | $5,619-25.3% | $4,951-15.2% | $4,740-11.4% |
| Participant deferral / active EE | $20,000 | $6,446+210.3% | $5,637+254.8% | $6,400+212.5% |
| Admin fee / account holder | $220 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |