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 | $1,078,407 | $117,690+816.3% | $71,735+1403.3% | $134,475+701.9% |
| Participation rate | 40.0% | 68.8%-28.8pp | 62.3%-22.3pp | 81.2%-41.2pp |
| Annual return | 3.96% | 25.44%-21.5pp | 9.14%-5.2pp | 417.96%-414.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |