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 | $392,999 | $190,805+106.0% | $159,960+145.7% | $134,475+192.2% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -12.76% | 552.23%-565.0pp | 408.60%-421.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,928 | $4,995-41.4% | $4,226-30.7% | $4,740-38.2% |
| Participant deferral / active EE | $5,180 | $6,923-25.2% | $6,182-16.2% | $6,400-19.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |