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 | $253,985 | $133,922+89.7% | $116,228+118.5% | $142,382+78.4% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.6%-28.4pp | 80.1%-34.0pp |
| Annual return | 18.91% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,279 | $3,446-62.9% | $2,994-57.3% | $4,299-70.3% |
| Participant deferral / active EE | $6,692 | $5,672+18.0% | $4,953+35.1% | $6,507+2.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |