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 8-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 | $278,884 | $81,460+242.4% | $103,333+169.9% | $80,856+244.9% |
| Participation rate | 22.4% | 66.8%-44.5pp | 74.5%-52.1pp | 67.6%-45.3pp |
| Annual return | 17.55% | 25.55%-8.0pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,177 | $3,105-62.1% | $3,868-69.6% | $2,755-57.3% |
| Participant deferral / active EE | $2,918 | $3,869-24.6% | $5,057-42.3% | $4,296-32.1% |
| Admin fee / account holder | $264 | $6,566-96.0% | $8,355-96.8% | $6,918-96.2% |