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 | $499,562 | $107,334+365.4% | $92,893+437.8% | $152,861+226.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 23.03% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,645 | $4,221-61.0% | $3,653-55.0% | $4,762-65.5% |
| Participant deferral / active EE | $10,764 | $4,845+122.2% | $4,236+154.1% | $5,850+84.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |