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 | $384,053 | $209,411+83.4% | $178,490+115.2% | $158,922+141.7% |
| Participation rate | 41.2% | 86.3%-45.2pp | 81.9%-40.7pp | 82.0%-40.8pp |
| Annual return | 12.19% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,153 | $5,706-62.3% | $5,011-57.0% | $4,761-54.8% |
| Participant deferral / active EE | $5,451 | $5,954-8.4% | $5,202+4.8% | $5,982-8.9% |
| Admin fee / account holder | $9 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |