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 | $334,000 | $138,065+141.9% | $123,544+170.3% | $135,375+146.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 4.18% | 153.68%-149.5pp | 119.20%-115.0pp | 519.73%-515.6pp |
| Employer contribution / active EE | $5,089 | $5,151-1.2% | $4,628+10.0% | $4,779+6.5% |
| Participant deferral / active EE | $8,567 | $6,799+26.0% | $6,426+33.3% | $5,609+52.7% |
| Admin fee / account holder | $36 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |