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 | $319,470 | $167,483+90.7% | $115,752+176.0% | $147,584+116.5% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 82.8%-49.5pp |
| Annual return | 17.00% | 12.11%+4.9pp | 19.41%-2.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,388 | $4,960-72.0% | $3,492-60.3% | $4,876-71.5% |
| Participant deferral / active EE | $5,768 | $7,037-18.0% | $5,204+10.8% | $5,439+6.0% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |