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 | $336,557 | $115,770+190.7% | $101,248+232.4% | $158,922+111.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 19.69% | 56.14%-36.4pp | 46.47%-26.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,743 | $4,175-58.2% | $3,660-52.4% | $4,761-63.4% |
| Participant deferral / active EE | $6,271 | $4,957+26.5% | $4,370+43.5% | $5,982+4.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |