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 | $401,215 | $102,604+291.0% | $86,188+365.5% | $139,434+187.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 15.92% | 1922.51%-1906.6pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6,000 | $3,032+97.9% | $2,380+152.1% | $4,751+26.3% |
| Participant deferral / active EE | $15,000 | $4,676+220.8% | $3,985+276.4% | $6,710+123.5% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |