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 6-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 | $392,171 | $76,738+411.1% | $56,411+595.2% | $145,922+168.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 12.47% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,120 | $1,380-18.9% | $1,039+7.8% | $4,660-76.0% |
| Participant deferral / active EE | $10,167 | $2,623+287.7% | $1,952+420.9% | $6,688+52.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |