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 | $1,697,976 | $97,044+1649.7% | $83,333+1937.6% | $135,375+1154.3% |
| Participation rate | 4.8% | 80.4%-75.6pp | 77.8%-73.0pp | 82.6%-77.9pp |
| Annual return | 7.98% | 12.31%-4.3pp | 10.63%-2.7pp | 519.73%-511.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $224 | $8,380-97.3% | $7,510-97.0% | $10,827-97.9% |