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 | $387,135 | $138,065+180.4% | $123,544+213.4% | $135,375+186.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.78% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,590 | $5,151+8.5% | $4,628+20.8% | $4,779+17.0% |
| Participant deferral / active EE | $8,811 | $6,799+29.6% | $6,426+37.1% | $5,609+57.1% |
| Admin fee / account holder | $46 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |