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 8-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 | $271,382 | $77,145+251.8% | $108,410+150.3% | $85,850+216.1% |
| Participation rate | 23.9% | 74.7%-50.8pp | 80.1%-56.2pp | 69.3%-45.4pp |
| Annual return | 17.08% | 44.54%-27.5pp | 905.27%-888.2pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,172-100.0% | $7,295-100.0% | $6,260-100.0% |