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 | $349,736 | $99,652+251.0% | $78,778+344.0% | $147,584+137.0% |
| Participation rate | 46.2% | 76.2%-30.1pp | 69.2%-23.0pp | 82.8%-36.7pp |
| Annual return | 21.48% | 47.28%-25.8pp | 35.62%-14.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,510 | $2,796-46.0% | $1,986-23.9% | $4,876-69.0% |
| Participant deferral / active EE | $4,985 | $3,664+36.1% | $2,958+68.5% | $5,439-8.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |