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 | $309,877 | $95,862+223.3% | $79,550+289.5% | $134,475+130.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -5.75% | -2.69%-3.1pp | 0.16%-5.9pp | 417.96%-423.7pp |
| Employer contribution / active EE | $6,000 | $3,128+91.8% | $2,413+148.6% | $4,740+26.6% |
| Participant deferral / active EE | $13,500 | $4,693+187.7% | $3,985+238.8% | $6,400+110.9% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |