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 5-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 | $300,389 | $124,319+141.6% | $111,297+169.9% | $167,490+79.3% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,560 | $3,435-54.6% | $2,731-42.9% | $4,837-67.8% |
| Participant deferral / active EE | $16,611 | $5,180+220.6% | $4,487+270.2% | $6,341+162.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |