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 | $457,701 | $214,378+113.5% | $200,582+128.2% | $142,382+221.5% |
| Participation rate | 47.4% | 87.4%-40.1pp | 86.9%-39.5pp | 80.1%-32.8pp |
| Annual return | 15.13% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,945 | $6,841-27.7% | $6,419-23.0% | $4,299+15.0% |
| Participant deferral / active EE | $9,254 | $9,865-6.2% | $9,331-0.8% | $6,507+42.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |