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 8-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 | $271,649 | $109,327+148.5% | $89,391+203.9% | $158,922+70.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 15.28% | 345.68%-330.4pp | 245.62%-230.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,410 | $3,170-55.5% | $2,586-45.5% | $4,761-70.4% |
| Participant deferral / active EE | $6,822 | $4,598+48.4% | $3,890+75.4% | $5,982+14.0% |
| Admin fee / account holder | $118 | $6,153-98.1% | $4,881-97.6% | $11,246-99.0% |