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 | $468,576 | $76,000+516.5% | $154,107+204.1% | $64,186+630.0% |
| Participation rate | 59.4% | 70.4%-11.0pp | 83.0%-23.7pp | 69.6%-10.2pp |
| Annual return | 8.74% | 30.32%-21.6pp | 735.12%-726.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $20,572 | $3,351+514.0% | $5,298+288.3% | $2,381+764.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $87 | $5,596-98.4% | $13,411-99.4% | $4,888-98.2% |