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 | $272,176 | $105,931+156.9% | $81,930+232.2% | $158,922+71.3% |
| Participation rate | 22.2% | 75.6%-53.4pp | 72.0%-49.8pp | 82.0%-59.7pp |
| Annual return | 23.17% | 38.17%-15.0pp | 29.49%-6.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $393 | $7,800-95.0% | $4,310-90.9% | $4,761-91.7% |
| Participant deferral / active EE | $1,993 | $13,003-84.7% | $7,107-72.0% | $5,982-66.7% |
| Admin fee / account holder | $30 | $8,489-99.6% | $5,158-99.4% | $11,246-99.7% |