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 | $262,451 | $37,426+601.2% | $77,482+238.7% | $79,858+228.6% |
| Participation rate | 7.5% | 41.5%-34.0pp | 54.2%-46.7pp | 69.6%-62.1pp |
| Annual return | 103.95% | 39.70%+64.2pp | 54.79%+49.2pp | 31.71%+72.2pp |
| Employer contribution / active EE | $165 | $637-74.1% | $986-83.3% | $2,471-93.3% |
| Participant deferral / active EE | $1,300 | $1,260+3.2% | $1,861-30.2% | $3,740-65.2% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |