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 9-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 | $304,111 | $175,202+73.6% | $149,673+103.2% | $139,434+118.1% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 17.24% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,976 | $5,474-63.9% | $4,818-59.0% | $4,751-58.4% |
| Participant deferral / active EE | $5,595 | $6,519-14.2% | $5,680-1.5% | $6,710-16.6% |
| Admin fee / account holder | $222 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |