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 6-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 | $330,056 | $201,272+64.0% | $184,203+79.2% | $145,922+126.2% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.0pp |
| Annual return | 13.03% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $9,492 | $7,022+35.2% | $6,427+47.7% | $4,660+103.7% |
| Participant deferral / active EE | $12,270 | $9,806+25.1% | $9,131+34.4% | $6,688+83.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |