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 | $251,199 | $115,770+117.0% | $101,248+148.1% | $158,922+58.1% |
| Participation rate | 69.6% | 79.4%-9.8pp | 75.8%-6.2pp | 82.0%-12.4pp |
| Annual return | 14.48% | 56.14%-41.7pp | 46.47%-32.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,382 | $4,175-19.0% | $3,660-7.6% | $4,761-29.0% |
| Participant deferral / active EE | $6,763 | $4,957+36.4% | $4,370+54.8% | $5,982+13.1% |
| Admin fee / account holder | $80 | $7,245-98.9% | $5,945-98.6% | $11,246-99.3% |