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 | $2,047,584 | $175,202+1068.7% | $149,673+1268.0% | $139,434+1368.5% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 27.74% | 166.71%-139.0pp | 134.42%-106.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $16,230 | $5,474+196.5% | $4,818+236.9% | $4,751+241.6% |
| Participant deferral / active EE | $20,000 | $6,519+206.8% | $5,680+252.1% | $6,710+198.1% |
| Admin fee / account holder | $219 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |