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 | $448,157 | $124,319+260.5% | $111,297+302.7% | $167,490+167.6% |
| Participation rate | 22.2% | 79.6%-57.4pp | 77.3%-55.1pp | 82.1%-59.9pp |
| Annual return | 31.00% | 37.44%-6.4pp | 54.65%-23.6pp | 478.56%-447.6pp |
| Employer contribution / active EE | $747 | $3,435-78.3% | $2,731-72.7% | $4,837-84.6% |
| Participant deferral / active EE | $2,650 | $5,180-48.8% | $4,487-40.9% | $6,341-58.2% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |