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 | $314,577 | $179,726+75.0% | $156,263+101.3% | $142,382+120.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 14.86% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,000 | $5,069-60.5% | $4,333-53.8% | $4,299-53.5% |
| Participant deferral / active EE | $16,438 | $6,956+136.3% | $6,158+166.9% | $6,507+152.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |