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 | $518,248 | $738,296-29.8% | $731,371-29.1% | $478,521+8.3% |
| Participation rate | 66.7% | 88.1%-21.5pp | 88.3%-21.7pp | 89.3%-22.6pp |
| Annual return | -3.00% | 476.14%-479.1pp | 451.29%-454.3pp | 101.52%-104.5pp |
| Employer contribution / active EE | $19,966 | $27,265-26.8% | $26,883-25.7% | $22,406-10.9% |
| Participant deferral / active EE | $2,000 | $5,194-61.5% | $5,194-61.5% | $7,699-74.0% |
| Admin fee / account holder | $0 | $17,157-100.0% | $17,684-100.0% | $12,578-100.0% |