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 | $436,527 | $227,553+91.8% | $189,557+130.3% | $167,490+160.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 11.71% | 78.40%-66.7pp | 64.17%-52.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,933 | $5,316-44.8% | $4,412-33.5% | $4,837-39.4% |
| Participant deferral / active EE | $5,637 | $7,002-19.5% | $6,174-8.7% | $6,341-11.1% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |