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 | $385,113 | $138,044+179.0% | $125,339+207.3% | $134,475+186.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 54.67% | 750.33%-695.7pp | 572.05%-517.4pp | 417.96%-363.3pp |
| Employer contribution / active EE | $2,879 | $5,243-45.1% | $4,814-40.2% | $4,740-39.3% |
| Participant deferral / active EE | $7,021 | $7,799-10.0% | $7,446-5.7% | $6,400+9.7% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |