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 | $90,671+313.6% | $85,826+336.9% | $382,429-1.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 72.9%-22.9pp | 87.7%-37.7pp |
| Annual return | -1.06% | -14.82%+13.8pp | -10.29%+9.2pp | 248.85%-249.9pp |
| Employer contribution / active EE | $0 | $10,032-100.0% | $6,831-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $3,752-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $4,773-100.0% | $4,820-100.0% | $30,732-100.0% |