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 | $427,550 | $102,616+316.7% | $81,983+421.5% | $158,922+169.0% |
| Participation rate | 54.5% | 75.5%-21.0pp | 69.2%-14.7pp | 82.0%-27.4pp |
| Annual return | 17.35% | 61.04%-43.7pp | 41.31%-24.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,051 | $3,240+25.0% | $2,498+62.2% | $4,761-14.9% |
| Participant deferral / active EE | $39,251 | $4,648+744.5% | $3,722+954.5% | $5,982+556.1% |
| Admin fee / account holder | $19 | $8,235-99.8% | $5,664-99.7% | $11,246-99.8% |