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 | $295,214 | $99,640+196.3% | $86,436+241.5% | $134,475+119.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.38% | 6782.58%-6798.0pp | 4394.89%-4410.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,714 | $7,246+6.5% | $6,952+11.0% | $6,400+20.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |