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 | $262,150 | $99,079+164.6% | $77,999+236.1% | $273,961-4.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.5%-35.5pp | 83.0%-43.0pp |
| Annual return | 6.70% | 217.93%-211.2pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,939 | $3,308-41.4% | $2,470-21.5% | $4,869-60.2% |
| Participant deferral / active EE | $5,043 | $4,306+17.1% | $3,497+44.2% | $5,287-4.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |