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 | $302,501 | $111,814+170.5% | $103,374+192.6% | $145,959+107.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.86% | 24.77%-5.9pp | 24.89%-6.0pp | 561.95%-543.1pp |
| Employer contribution / active EE | $4,824 | $4,214+14.5% | $3,869+24.7% | $4,661+3.5% |
| Participant deferral / active EE | $11,230 | $5,618+99.9% | $5,058+122.0% | $6,689+67.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |