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 | $266,681 | $181,894+46.6% | $156,549+70.4% | $273,961-2.7% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 7.04% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,663 | $6,248-57.4% | $5,501-51.6% | $4,869-45.3% |
| Participant deferral / active EE | $4,351 | $5,550-21.6% | $4,871-10.7% | $5,287-17.7% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |