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 | $297,617 | $228,332+30.3% | $185,823+60.2% | $158,922+87.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 13.85% | 40.80%-27.0pp | 35.95%-22.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $13,000 | $4,967+161.7% | $4,087+218.0% | $4,761+173.0% |
| Participant deferral / active EE | $9,500 | $6,415+48.1% | $5,632+68.7% | $5,982+58.8% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |