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 | $94,338+781.2% | $100,534+726.9% | $142,382+483.9% |
| Participation rate | 25.0% | 81.7%-56.7pp | 80.6%-55.6pp | 80.1%-55.1pp |
| Annual return | 17.12% | 29.20%-12.1pp | 32.66%-15.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,895 | $4,237-55.3% | $4,346-56.4% | $4,299-55.9% |
| Participant deferral / active EE | $8,219 | $5,934+38.5% | $6,144+33.8% | $6,507+26.3% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |