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 | $407,418 | $177,572+129.4% | $154,803+163.2% | $142,382+186.1% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.1%-31.9pp | 80.1%-34.0pp |
| Annual return | 14.76% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,354 | $4,810-71.9% | $4,305-68.6% | $4,299-68.5% |
| Participant deferral / active EE | $5,606 | $6,272-10.6% | $5,540+1.2% | $6,507-13.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |