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 | $253,830 | $138,044+83.9% | $125,339+102.5% | $134,475+88.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 1.24% | 750.33%-749.1pp | 572.05%-570.8pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,007 | $5,243-80.8% | $4,814-79.1% | $4,740-78.8% |
| Participant deferral / active EE | $5,033 | $7,799-35.5% | $7,446-32.4% | $6,400-21.4% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |