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 | $539,819 | $140,940+283.0% | $112,229+381.0% | $139,434+287.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 20.67% | 32.71%-12.0pp | 30.20%-9.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $15,561 | $4,283+263.3% | $3,430+353.6% | $4,751+227.6% |
| Participant deferral / active EE | $3,867 | $5,874-34.2% | $4,798-19.4% | $6,710-42.4% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |