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 | $1,067,375 | $127,065+740.0% | $113,168+843.2% | $142,382+649.7% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 16.23% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,136 | $3,442-67.0% | $2,975-61.8% | $4,299-73.6% |
| Participant deferral / active EE | $6,337 | $5,716+10.9% | $5,107+24.1% | $6,507-2.6% |
| Admin fee / account holder | $45 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |