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 | $260,256 | $165,912+56.9% | $122,332+112.7% | $147,584+76.3% |
| Participation rate | 25.0% | 79.6%-54.6pp | 71.6%-46.6pp | 82.8%-57.8pp |
| Annual return | 7.74% | 34.55%-26.8pp | 30.27%-22.5pp | 578.55%-570.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |