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 | $358,186 | $152,587+134.7% | $125,175+186.1% | $152,861+134.3% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 19.99% | 54.84%-34.8pp | 43.79%-23.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $9,468 | $4,946+91.4% | $3,865+144.9% | $4,762+98.8% |
| Participant deferral / active EE | $9,382 | $5,868+59.9% | $4,937+90.1% | $5,850+60.4% |
| Admin fee / account holder | $23 | $13,434-99.8% | $9,702-99.8% | $11,596-99.8% |