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 | $2,141,669 | $189,613+1029.5% | $167,512+1178.5% | $142,382+1404.2% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 15.67% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,200 | $4,349-72.4% | $3,882-69.1% | $4,299-72.1% |
| Participant deferral / active EE | $8,748 | $6,981+25.3% | $6,405+36.6% | $6,507+34.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |