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 | $54,705+496.0% | $71,209+357.9% | $84,808+284.5% |
| Participation rate | 24.1% | 64.1%-40.0pp | 73.8%-49.7pp | 68.3%-44.2pp |
| Annual return | 17.78% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $439 | $2,158-79.7% | $2,721-83.9% | $2,631-83.3% |
| Participant deferral / active EE | $2,634 | $3,030-13.1% | $4,175-36.9% | $4,212-37.5% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |