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 | $430,593 | $169,032+154.7% | $129,207+233.3% | $145,922+195.1% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 11.20% | 14330.11%-14318.9pp | 9417.33%-9406.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $750 | $5,537-86.5% | $4,153-81.9% | $4,660-83.9% |
| Participant deferral / active EE | $5,750 | $4,987+15.3% | $4,168+38.0% | $6,688-14.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |