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 | $1,052,344 | $106,584+887.3% | $101,326+938.6% | $142,382+639.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 81.5%-56.5pp | 80.1%-55.1pp |
| Annual return | 14.53% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,735 | $3,956-30.9% | $3,665-25.4% | $4,299-36.4% |
| Participant deferral / active EE | $6,434 | $8,297-22.5% | $7,994-19.5% | $6,507-1.1% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |