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 | $492,330 | $159,602+208.5% | $150,045+228.1% | $142,382+245.8% |
| Participation rate | 22.7% | 84.0%-61.2pp | 82.3%-59.6pp | 80.1%-57.4pp |
| Annual return | 14.78% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,403 | $4,961-11.2% | $4,693-6.2% | $4,299+2.4% |
| Participant deferral / active EE | $9,609 | $8,310+15.6% | $7,997+20.2% | $6,507+47.7% |
| Admin fee / account holder | $2 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |