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 | $3,605,791 | $183,519+1864.8% | $155,509+2218.7% | $145,922+2371.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 28.21% | 61.17%-33.0pp | 64.67%-36.5pp | 561.29%-533.1pp |
| Employer contribution / active EE | $2,721 | $5,313-48.8% | $4,672-41.8% | $4,660-41.6% |
| Participant deferral / active EE | $7,625 | $6,462+18.0% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $50 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |