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 | $287,919 | $129,942+121.6% | $104,294+176.1% | $134,475+114.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -15.63% | 42.03%-57.7pp | 24.61%-40.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,296 | $4,184-69.0% | $3,372-61.6% | $4,740-72.7% |
| Participant deferral / active EE | $10,650 | $5,588+90.6% | $4,625+130.3% | $6,400+66.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |