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 | $449,660 | $107,015+320.2% | $73,545+511.4% | $147,584+204.7% |
| Participation rate | 0.0% | 66.4%-66.4pp | 54.9%-54.9pp | 82.8%-82.8pp |
| Annual return | 12.03% | 38.25%-26.2pp | -15.16%+27.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $545 | $1,760-69.0% | $1,219-55.3% | $4,876-88.8% |
| Participant deferral / active EE | $1,091 | $2,462-55.7% | $1,806-39.6% | $5,439-79.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |