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 | $354,841 | $124,319+185.4% | $111,297+218.8% | $167,490+111.9% |
| Participation rate | 69.6% | 79.6%-10.0pp | 77.3%-7.7pp | 82.1%-12.5pp |
| Annual return | 16.53% | 37.44%-20.9pp | 54.65%-38.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,422 | $3,435-58.6% | $2,731-47.9% | $4,837-70.6% |
| Participant deferral / active EE | $4,398 | $5,180-15.1% | $4,487-2.0% | $6,341-30.6% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |