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 | $347,352 | $175,202+98.3% | $149,673+132.1% | $139,434+149.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.85% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,500 | $5,474-72.6% | $4,818-68.9% | $4,751-68.4% |
| Participant deferral / active EE | $8,438 | $6,519+29.4% | $5,680+48.5% | $6,710+25.7% |
| Admin fee / account holder | $244 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |