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 | $416,593 | $176,056+136.6% | $159,436+161.3% | $167,490+148.7% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 24.54% | 331.75%-307.2pp | 263.57%-239.0pp | 478.56%-454.0pp |
| Employer contribution / active EE | $6,219 | $5,297+17.4% | $4,829+28.8% | $4,837+28.6% |
| Participant deferral / active EE | $13,722 | $7,750+77.1% | $7,352+86.6% | $6,341+116.4% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |