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 | $262,519 | $112,096+134.2% | $95,952+173.6% | $158,922+65.2% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 51.01% | 171.09%-120.1pp | 91.61%-40.6pp | 302.83%-251.8pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,668 | $4,784-23.3% | $4,167-12.0% | $5,982-38.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |