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 | $375,000 | $103,031+264.0% | $78,805+375.9% | $357,791+4.8% |
| Participation rate | 50.0% | 81.4%-31.4pp | 73.6%-23.6pp | 85.6%-35.6pp |
| Annual return | -1.06% | -11.97%+10.9pp | -2.71%+1.7pp | 396.79%-397.8pp |
| Employer contribution / active EE | $0 | $6,909-100.0% | $4,059-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $3,584-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $5,883-100.0% | $5,677-100.0% | $28,387-100.0% |