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 | $357,349 | $150,187+137.9% | $120,354+196.9% | $145,922+144.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 16.41% | 154.07%-137.7pp | 107.15%-90.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,664 | $4,348+7.3% | $3,463+34.7% | $4,660+0.1% |
| Participant deferral / active EE | $11,500 | $6,173+86.3% | $4,991+130.4% | $6,688+72.0% |
| Admin fee / account holder | $120 | $12,207-99.0% | $9,423-98.7% | $13,397-99.1% |