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 | $370,750 | $72,071+414.4% | $68,368+442.3% | $137,256+170.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 17.11% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,442 | $2,788-48.3% | $2,649-45.6% | $4,156-65.3% |
| Participant deferral / active EE | $9,311 | $4,410+111.1% | $4,123+125.8% | $6,407+45.3% |
| Admin fee / account holder | $33 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |