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 | $454,109 | $124,281+265.4% | $109,143+316.1% | $167,490+171.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 12.10% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,170 | $4,207-72.2% | $3,722-68.6% | $4,837-75.8% |
| Participant deferral / active EE | $6,743 | $5,255+28.3% | $4,653+44.9% | $6,341+6.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |