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 | $255,714 | $90,600+182.2% | $79,464+221.8% | $135,375+88.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -0.02% | 977.43%-977.5pp | 718.14%-718.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $1,250 | $3,068-59.3% | $2,800-55.4% | $4,779-73.8% |
| Participant deferral / active EE | $7,500 | $4,050+85.2% | $3,704+102.5% | $5,609+33.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |