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 | $289,747 | $99,985+189.8% | $146,665+97.6% | $85,850+237.5% |
| Participation rate | 65.6% | 73.1%-7.4pp | 80.1%-14.4pp | 69.3%-3.7pp |
| Annual return | 16.32% | 18.93%-2.6pp | 22.74%-6.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,890 | $4,006+72.0% | $5,506+25.1% | $3,952+74.3% |
| Admin fee / account holder | $110 | $7,702-98.6% | $10,280-98.9% | $6,260-98.2% |