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 | $871,013 | $70,756+1131.0% | $65,493+1229.9% | $142,382+511.7% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 15.14% | 1754.89%-1739.7pp | 982.45%-967.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,252 | $2,881+12.9% | $2,574+26.3% | $4,299-24.3% |
| Participant deferral / active EE | $15,420 | $4,637+232.5% | $3,961+289.3% | $6,507+137.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |