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 | $326,056 | $93,024+250.5% | $77,024+323.3% | $134,475+142.5% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.5pp | 81.2%-44.9pp |
| Annual return | -19.79% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,174 | $3,418-65.6% | $2,812-58.2% | $4,740-75.2% |
| Participant deferral / active EE | $5,918 | $5,238+13.0% | $4,426+33.7% | $6,400-7.5% |
| Admin fee / account holder | $40 | $6,944-99.4% | $5,425-99.3% | $11,426-99.6% |