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 9-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 | $414,413 | $72,071+475.0% | $68,368+506.2% | $137,256+201.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 20.12% | 353.14%-333.0pp | 292.57%-272.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $13,061 | $2,788+368.5% | $2,649+393.1% | $4,156+214.3% |
| Participant deferral / active EE | $12,520 | $4,410+183.9% | $4,123+203.7% | $6,407+95.4% |
| Admin fee / account holder | $172 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |