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 | $732,132 | $72,400+911.2% | $67,502+984.6% | $145,922+401.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.90% | 7182.46%-7167.6pp | 3512.12%-3497.2pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,342 | $3,069+8.9% | $2,731+22.4% | $4,660-28.3% |
| Participant deferral / active EE | $13,762 | $4,783+187.7% | $4,000+244.1% | $6,688+105.8% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |