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 | $70,606+467.3% | $53,898+643.2% | $142,382+181.3% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 14.75% | 619.81%-605.1pp | 528.60%-513.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,232 | $1,202+2.5% | $932+32.2% | $4,299-71.3% |
| Participant deferral / active EE | $1,540 | $2,364-34.9% | $1,826-15.7% | $6,507-76.3% |
| Admin fee / account holder | $30 | $2,852-98.9% | $2,491-98.8% | $12,624-99.8% |