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 9-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 | $480,185 | $114,381+319.8% | $107,525+346.6% | $142,382+237.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 19.26% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $28,089 | $4,015+599.7% | $3,754+648.3% | $4,299+553.4% |
| Participant deferral / active EE | $8,798 | $5,564+58.1% | $5,116+72.0% | $6,507+35.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |