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 | $270,069 | $183,519+47.2% | $155,509+73.7% | $145,922+85.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.26% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,374 | $5,313-74.1% | $4,672-70.6% | $4,660-70.5% |
| Participant deferral / active EE | $7,275 | $6,462+12.6% | $5,626+29.3% | $6,688+8.8% |
| Admin fee / account holder | $88 | $19,313-99.5% | $15,912-99.5% | $13,397-99.3% |