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 | $649,405 | $159,602+306.9% | $150,045+332.8% | $142,382+356.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 15.96% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,708 | $4,961-5.1% | $4,693+0.3% | $4,299+9.5% |
| Participant deferral / active EE | $10,333 | $8,310+24.3% | $7,997+29.2% | $6,507+58.8% |
| Admin fee / account holder | $167 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |