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 | $361,764 | $185,822+94.7% | $169,993+112.8% | $139,434+159.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 36.06% | 60.50%-24.4pp | 53.37%-17.3pp | 372.94%-336.9pp |
| Employer contribution / active EE | $1,559 | $7,590-79.5% | $6,785-77.0% | $4,751-67.2% |
| Participant deferral / active EE | $9,718 | $11,622-16.4% | $10,408-6.6% | $6,710+44.8% |
| Admin fee / account holder | $174 | $15,381-98.9% | $12,815-98.6% | $11,403-98.5% |