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 | $305,388 | $46,674+554.3% | $117,472+160.0% | $68,494+345.9% |
| Participation rate | 23.9% | 56.8%-32.9pp | 70.6%-46.7pp | 67.9%-44.0pp |
| Annual return | -12.82% | -14.52%+1.7pp | 29.74%-42.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,434 | $1,505-4.7% | $4,176-65.7% | $2,596-44.8% |
| Participant deferral / active EE | $2,956 | $2,636+12.1% | $4,070-27.4% | $4,027-26.6% |
| Admin fee / account holder | $4 | $4,020-99.9% | $5,645-99.9% | $5,403-99.9% |