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 | $310,168 | $152,509+103.4% | $117,472+164.0% | $134,475+130.7% |
| Participation rate | 12.5% | 77.1%-64.6pp | 70.6%-58.1pp | 81.2%-68.7pp |
| Annual return | -16.63% | 52.99%-69.6pp | 29.74%-46.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $535 | $5,571-90.4% | $4,176-87.2% | $4,740-88.7% |
| Participant deferral / active EE | $880 | $4,818-81.7% | $4,070-78.4% | $6,400-86.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |