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 7-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 | $709,890 | $138,065+414.2% | $123,544+474.6% | $135,375+424.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -0.45% | 153.68%-154.1pp | 119.20%-119.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $11,250 | $5,151+118.4% | $4,628+143.1% | $4,779+135.4% |
| Participant deferral / active EE | $9,750 | $6,799+43.4% | $6,426+51.7% | $5,609+73.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |