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 3-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 | $341,574 | $109,327+212.4% | $89,391+282.1% | $158,922+114.9% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.0%-37.2pp | 82.0%-51.2pp |
| Annual return | 13.55% | 345.68%-332.1pp | 245.62%-232.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $470 | $3,170-85.2% | $2,586-81.8% | $4,761-90.1% |
| Participant deferral / active EE | $1,937 | $4,598-57.9% | $3,890-50.2% | $5,982-67.6% |
| Admin fee / account holder | $114 | $6,153-98.1% | $4,881-97.7% | $11,246-99.0% |