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 | $611,897 | $153,772+297.9% | $133,980+356.7% | $273,961+123.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 11.17% | 36.51%-25.3pp | 29.30%-18.1pp | 41.45%-30.3pp |
| Employer contribution / active EE | $15,463 | $6,029+156.5% | $5,211+196.7% | $4,869+217.6% |
| Participant deferral / active EE | $10,798 | $6,958+55.2% | $6,282+71.9% | $5,287+104.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |