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 | $250,343 | $78,694+218.1% | $67,652+270.0% | $125,391+99.6% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | 2.79% | 9.46%-6.7pp | 6625.04%-6622.2pp | 282.22%-279.4pp |
| Employer contribution / active EE | $6,500 | $3,044+113.6% | $2,266+186.9% | $4,866+33.6% |
| Participant deferral / active EE | $6,000 | $4,292+39.8% | $3,560+68.6% | $5,352+12.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |