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 | $124,425+757.8% | $112,040+852.7% | $137,256+677.7% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 16.23% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,136 | $3,411-66.7% | $2,954-61.5% | $4,156-72.7% |
| Participant deferral / active EE | $6,337 | $5,718+10.8% | $5,098+24.3% | $6,407-1.1% |
| Admin fee / account holder | $45 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |