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 | $305,677 | $165,335+84.9% | $149,696+104.2% | $158,922+92.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 25.64% | 348.15%-322.5pp | 276.60%-251.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $6,277 | $5,103+23.0% | $4,644+35.1% | $4,761+31.8% |
| Participant deferral / active EE | $13,722 | $7,181+91.1% | $6,842+100.6% | $5,982+129.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |