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 | $263,902 | $89,753+194.0% | $107,525+145.4% | $84,808+211.2% |
| Participation rate | 41.4% | 68.1%-26.7pp | 75.1%-33.7pp | 68.3%-26.9pp |
| Annual return | 15.81% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,370 | $3,113-56.0% | $3,754-63.5% | $2,631-47.9% |
| Participant deferral / active EE | $6,787 | $4,056+67.3% | $5,116+32.7% | $4,212+61.2% |
| Admin fee / account holder | $6 | $7,222-99.9% | $8,919-99.9% | $7,344-99.9% |