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 | $340,181 | $95,862+254.9% | $79,550+327.6% | $134,475+153.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -18.14% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $640 | $3,128-79.5% | $2,413-73.5% | $4,740-86.5% |
| Participant deferral / active EE | $7,200 | $4,693+53.4% | $3,985+80.7% | $6,400+12.5% |
| Admin fee / account holder | $27 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |