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 | $524,028 | $168,632+210.8% | $147,614+255.0% | $125,391+317.9% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.40% | 77.65%-78.0pp | 61.98%-62.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $4,039 | $6,252-35.4% | $5,564-27.4% | $4,866-17.0% |
| Participant deferral / active EE | $16,000 | $5,507+190.5% | $4,895+226.8% | $5,352+199.0% |
| Admin fee / account holder | $122 | $13,580-99.1% | $11,611-99.0% | $9,540-98.7% |