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 | $281,030 | $153,772+82.8% | $133,980+109.8% | $273,961+2.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 23.00% | 36.51%-13.5pp | 29.30%-6.3pp | 41.45%-18.5pp |
| Employer contribution / active EE | $3,594 | $6,029-40.4% | $5,211-31.0% | $4,869-26.2% |
| Participant deferral / active EE | $7,805 | $6,958+12.2% | $6,282+24.2% | $5,287+47.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |