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 | $327,383 | $90,348+262.4% | $75,972+330.9% | $145,922+124.4% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 11.30% | 620.88%-609.6pp | 359.55%-348.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,481 | $5,162+6.2% | $4,255+28.8% | $6,688-18.0% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |