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 | $302,142 | $102,966+193.4% | $90,281+234.7% | $152,861+97.7% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.4%-46.1pp |
| Annual return | 20.16% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,227 | $3,139-60.9% | $2,854-57.0% | $4,762-74.2% |
| Participant deferral / active EE | $5,243 | $4,281+22.5% | $3,885+34.9% | $5,850-10.4% |
| Admin fee / account holder | $59 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |