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 | $286,561 | $209,411+36.8% | $178,490+60.5% | $158,922+80.3% |
| Participation rate | 53.8% | 86.3%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 33.51% | 188.75%-155.2pp | 151.07%-117.6pp | 302.83%-269.3pp |
| Employer contribution / active EE | $1,316 | $5,706-76.9% | $5,011-73.7% | $4,761-72.4% |
| Participant deferral / active EE | $4,760 | $5,954-20.1% | $5,202-8.5% | $5,982-20.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |