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 | $258,831 | $110,257+134.8% | $96,544+168.1% | $139,434+85.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 18.53% | 26.32%-7.8pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,491 | $3,620+79.3% | $2,965+118.9% | $4,751+36.6% |
| Participant deferral / active EE | $11,904 | $5,548+114.6% | $4,851+145.4% | $6,710+77.4% |
| Admin fee / account holder | $104 | $11,591-99.1% | $8,252-98.7% | $11,403-99.1% |