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 | $255,505 | $104,974+143.4% | $95,585+167.3% | $142,382+79.4% |
| Participation rate | 16.7% | 75.0%-58.3pp | 72.1%-55.4pp | 80.1%-63.5pp |
| Annual return | 19.88% | 210.33%-190.4pp | 38.56%-18.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,006 | $2,779-63.8% | $2,527-60.2% | $4,299-76.6% |
| Participant deferral / active EE | $2,750 | $4,352-36.8% | $4,023-31.6% | $6,507-57.7% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |