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 | $400,550 | $67,823+490.6% | $52,425+664.0% | $137,256+191.8% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 14.75% | 219.11%-204.4pp | 302.12%-287.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,232 | $1,163+5.9% | $914+34.8% | $4,156-70.4% |
| Participant deferral / active EE | $1,540 | $2,288-32.7% | $1,790-14.0% | $6,407-76.0% |
| Admin fee / account holder | $30 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |