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 | $481,350 | $82,286+485.0% | $68,791+599.7% | $134,475+257.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -18.06% | -2.19%-15.9pp | -6.38%-11.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $47,438 | $3,301+1337.2% | $2,655+1686.6% | $4,740+900.9% |
| Participant deferral / active EE | $4,310 | $4,739-9.0% | $3,941+9.4% | $6,400-32.6% |
| Admin fee / account holder | $41 | $6,481-99.4% | $4,932-99.2% | $11,426-99.6% |