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 | $407,472 | $135,635+200.4% | $110,238+269.6% | $135,375+201.0% |
| Participation rate | 41.2% | 83.5%-42.3pp | 79.8%-38.6pp | 82.6%-41.5pp |
| Annual return | -3.80% | 513.19%-517.0pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,936 | $4,906-60.5% | $3,826-49.4% | $4,779-59.5% |
| Participant deferral / active EE | $5,769 | $5,506+4.8% | $4,672+23.5% | $5,609+2.9% |
| Admin fee / account holder | $6 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |