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 9-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 | $347,725 | $127,065+173.7% | $113,168+207.3% | $142,382+144.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 19.11% | 24.03%-4.9pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,107 | $3,442-38.8% | $2,975-29.2% | $4,299-51.0% |
| Participant deferral / active EE | $15,365 | $5,716+168.8% | $5,107+200.9% | $6,507+136.1% |
| Admin fee / account holder | $8 | $15,736-100.0% | $12,068-99.9% | $12,624-99.9% |