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 | $831,303 | $92,798+795.8% | $96,707+759.6% | $137,256+505.7% |
| Participation rate | 25.0% | 81.6%-56.6pp | 80.4%-55.4pp | 80.0%-55.0pp |
| Annual return | 17.12% | 31.24%-14.1pp | 34.78%-17.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,895 | $4,147-54.3% | $4,191-54.8% | $4,156-54.4% |
| Participant deferral / active EE | $8,219 | $5,877+39.9% | $5,997+37.1% | $6,407+28.3% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |