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 | $373,722 | $82,286+354.2% | $68,791+443.3% | $134,475+177.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -13.19% | -2.19%-11.0pp | -6.38%-6.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,641 | $3,301-20.0% | $2,655-0.5% | $4,740-44.3% |
| Participant deferral / active EE | $8,191 | $4,739+72.9% | $3,941+107.8% | $6,400+28.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |