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 | $747,053 | $154,117+384.7% | $129,995+474.7% | $139,434+435.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 14.83% | 32.48%-17.6pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $12,118 | $5,289+129.1% | $4,320+180.5% | $4,751+155.1% |
| Participant deferral / active EE | $13,495 | $6,710+101.1% | $5,820+131.9% | $6,710+101.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |