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 | $307,123 | $179,726+70.9% | $156,263+96.5% | $142,382+115.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 19.27% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,654 | $5,069-47.7% | $4,333-38.8% | $4,299-38.3% |
| Participant deferral / active EE | $8,038 | $6,956+15.6% | $6,158+30.5% | $6,507+23.5% |
| Admin fee / account holder | $199 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |