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 | $427,726 | $109,904+289.2% | $97,167+340.2% | $145,959+193.0% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 12.20% | 243.43%-231.2pp | 75.27%-63.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,765 | $3,084+22.1% | $2,729+37.9% | $4,661-19.2% |
| Participant deferral / active EE | $10,926 | $4,676+133.7% | $4,264+156.3% | $6,689+63.4% |
| Admin fee / account holder | $21 | $6,216-99.7% | $5,650-99.6% | $13,398-99.8% |