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 | $315,842 | $99,877+216.2% | $84,966+271.7% | $145,922+116.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 10.62% | 83.76%-73.1pp | 66.38%-55.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,773 | $3,231-45.1% | $2,727-35.0% | $4,660-61.9% |
| Participant deferral / active EE | $12,200 | $5,291+130.6% | $4,519+170.0% | $6,688+82.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |