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 | $326,044 | $51,638+531.4% | $68,368+376.9% | $82,448+295.5% |
| Participation rate | 24.1% | 63.6%-39.5pp | 73.8%-49.7pp | 68.1%-44.0pp |
| Annual return | 17.78% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $439 | $2,047-78.6% | $2,649-83.4% | $2,551-82.8% |
| Participant deferral / active EE | $2,634 | $2,914-9.6% | $4,123-36.1% | $4,139-36.4% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |