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 | $257,898 | $138,065+86.8% | $123,544+108.7% | $135,375+90.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 2.14% | 153.68%-151.5pp | 119.20%-117.1pp | 519.73%-517.6pp |
| Employer contribution / active EE | $1,419 | $5,151-72.5% | $4,628-69.3% | $4,779-70.3% |
| Participant deferral / active EE | $5,208 | $6,799-23.4% | $6,426-18.9% | $5,609-7.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |