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 8-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 | $410,389 | $127,100+222.9% | $105,738+288.1% | $135,375+203.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 76.3%-76.3pp | 82.6%-82.6pp |
| Annual return | -2.82% | 4.49%-7.3pp | 6.27%-9.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $12,579 | $4,107+206.3% | $3,268+284.9% | $4,779+163.2% |
| Participant deferral / active EE | $8,000 | $5,064+58.0% | $4,080+96.1% | $5,609+42.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |