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 4-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 | $744,755 | $70,606+954.8% | $53,898+1281.8% | $142,382+423.1% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 21.48% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $454 | $1,202-62.3% | $932-51.3% | $4,299-89.4% |
| Participant deferral / active EE | $2,804 | $2,364+18.6% | $1,826+53.5% | $6,507-56.9% |
| Admin fee / account holder | $2 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |