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 | $450,983 | $67,331+569.8% | $60,874+640.8% | $134,475+235.4% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -15.10% | 49.93%-65.0pp | 16.90%-32.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,439 | $3,096-53.5% | $2,701-46.7% | $4,740-69.6% |
| Participant deferral / active EE | $2,830 | $4,538-37.6% | $3,817-25.8% | $6,400-55.8% |
| Admin fee / account holder | $50 | $4,582-98.9% | $3,224-98.4% | $11,426-99.6% |