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 | $672,610 | $99,877+573.4% | $84,966+691.6% | $145,922+360.9% |
| Participation rate | 12.5% | 74.1%-61.6pp | 67.5%-55.0pp | 80.3%-67.8pp |
| Annual return | 12.30% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $846 | $3,231-73.8% | $2,727-69.0% | $4,660-81.9% |
| Participant deferral / active EE | $3,813 | $5,291-27.9% | $4,519-15.6% | $6,688-43.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |