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 | $285,321 | $53,777+430.6% | $134,143+112.7% | $79,858+257.3% |
| Participation rate | 31.7% | 58.8%-27.1pp | 72.2%-40.5pp | 69.6%-37.9pp |
| Annual return | 10.42% | 19.01%-8.6pp | 36.33%-25.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,372 | $1,321+3.8% | $3,704-63.0% | $2,471-44.5% |
| Participant deferral / active EE | $2,959 | $2,420+22.3% | $3,499-15.4% | $3,740-20.9% |
| Admin fee / account holder | $152 | $3,984-96.2% | $6,684-97.7% | $5,306-97.1% |