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 | $818,483 | $197,591+314.2% | $177,821+360.3% | $158,922+415.0% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | 15.25% | 58.76%-43.5pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,735 | $6,697-74.1% | $5,918-70.7% | $4,761-63.6% |
| Participant deferral / active EE | $7,688 | $8,405-8.5% | $7,714-0.3% | $5,982+28.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |