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 | $309,234 | $106,515+190.3% | $96,683+219.8% | $139,434+121.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 23.28% | 38.43%-15.1pp | 35.69%-12.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $4,451 | $4,103+8.5% | $3,737+19.1% | $4,751-6.3% |
| Participant deferral / active EE | $7,011 | $5,454+28.6% | $4,878+43.7% | $6,710+4.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |