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 | $349,331 | $180,449+93.6% | $154,107+126.7% | $135,375+158.0% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | 8.77% | 888.09%-879.3pp | 735.12%-726.3pp | 519.73%-511.0pp |
| Employer contribution / active EE | $2,000 | $6,035-66.9% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $4,489 | $5,806-22.7% | $5,081-11.7% | $5,609-20.0% |
| Admin fee / account holder | $203 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |