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 | $263,676 | $112,881+133.6% | $90,951+189.9% | $158,922+65.9% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 86.33% | 215.79%-129.5pp | 134.60%-48.3pp | 302.83%-216.5pp |
| Employer contribution / active EE | $1,059 | $2,893-63.4% | $2,122-50.1% | $4,761-77.8% |
| Participant deferral / active EE | $7,800 | $4,128+89.0% | $3,373+131.3% | $5,982+30.4% |
| Admin fee / account holder | $101 | $8,041-98.7% | $5,959-98.3% | $11,246-99.1% |