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 7-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 | $439,492 | $105,630+316.1% | $87,507+402.2% | $273,961+60.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 46.93% | 12.25%+34.7pp | 12.21%+34.7pp | 41.45%+5.5pp |
| Employer contribution / active EE | $1,142 | $3,141-63.6% | $2,550-55.2% | $4,869-76.5% |
| Participant deferral / active EE | $1,504 | $3,601-58.2% | $3,149-52.2% | $5,287-71.5% |
| Admin fee / account holder | $205 | $4,781-95.7% | $4,221-95.1% | $10,132-98.0% |