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 | $296,343 | $106,584+178.0% | $101,326+192.5% | $142,382+108.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 19.31% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $123 | $3,956-96.9% | $3,665-96.6% | $4,299-97.1% |
| Participant deferral / active EE | $6,248 | $8,297-24.7% | $7,994-21.8% | $6,507-4.0% |
| Admin fee / account holder | $30 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |