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 | $511,976 | $214,378+138.8% | $200,582+155.2% | $142,382+259.6% |
| Participation rate | 55.6% | 87.4%-31.9pp | 86.9%-31.3pp | 80.1%-24.6pp |
| Annual return | 23.21% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,701 | $6,841-75.1% | $6,419-73.5% | $4,299-60.4% |
| Participant deferral / active EE | $4,232 | $9,865-57.1% | $9,331-54.6% | $6,507-35.0% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |