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 | $275,173 | $162,781+69.0% | $133,956+105.4% | $158,922+73.1% |
| Participation rate | 61.9% | 83.2%-21.3pp | 79.8%-17.9pp | 82.0%-20.1pp |
| Annual return | 14.10% | 41.94%-27.8pp | 45.09%-31.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,872 | $4,975-62.4% | $3,919-52.2% | $4,761-60.7% |
| Participant deferral / active EE | $2,969 | $5,911-49.8% | $5,048-41.2% | $5,982-50.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |