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 | $286,730 | $175,202+63.7% | $149,673+91.6% | $139,434+105.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.88% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,528 | $5,474-72.1% | $4,818-68.3% | $4,751-67.8% |
| Participant deferral / active EE | $6,605 | $6,519+1.3% | $5,680+16.3% | $6,710-1.6% |
| Admin fee / account holder | $111 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |