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 5-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 | $290,453 | $96,305+201.6% | $80,569+260.5% | $139,434+108.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 19.20% | 1350.08%-1330.9pp | 935.43%-916.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $14,300 | $3,262+338.4% | $2,723+425.1% | $4,751+201.0% |
| Participant deferral / active EE | $12,500 | $5,232+138.9% | $4,447+181.1% | $6,710+86.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |