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 7-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 | $315,685 | $117,983+167.6% | $101,794+210.1% | $142,382+121.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.2%-49.2pp | 80.1%-60.1pp |
| Annual return | 25.81% | 36.92%-11.1pp | 30.53%-4.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,080 | $2,773-61.0% | $2,289-52.8% | $4,299-74.9% |
| Participant deferral / active EE | $6,200 | $4,714+31.5% | $4,084+51.8% | $6,507-4.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |