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 | $361,985 | $68,547+428.1% | $120,354+200.8% | $80,856+347.7% |
| Participation rate | 13.4% | 61.6%-48.2pp | 71.9%-58.5pp | 67.6%-54.2pp |
| Annual return | 12.30% | 23.60%-11.3pp | 107.15%-94.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $530 | $2,051-74.2% | $3,463-84.7% | $2,755-80.8% |
| Participant deferral / active EE | $1,368 | $3,173-56.9% | $4,991-72.6% | $4,296-68.1% |
| Admin fee / account holder | $149 | $5,732-97.4% | $9,423-98.4% | $6,918-97.8% |