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 | $570,979 | $117,381+386.4% | $99,443+474.2% | $152,861+273.5% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 33.20% | 31.87%+1.3pp | 30.72%+2.5pp | 345.32%-312.1pp |
| Employer contribution / active EE | $1,486 | $3,013-50.7% | $2,540-41.5% | $4,762-68.8% |
| Participant deferral / active EE | $1,931 | $4,086-52.7% | $3,619-46.6% | $5,850-67.0% |
| Admin fee / account holder | $293 | $7,631-96.2% | $6,250-95.3% | $11,596-97.5% |