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 | $326,996 | $99,032+230.2% | $80,019+308.6% | $135,375+141.5% |
| Participation rate | 40.0% | 78.4%-38.4pp | 75.8%-35.8pp | 82.6%-42.6pp |
| Annual return | -7.48% | 15.39%-22.9pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,713 | $3,043-43.7% | $2,468-30.6% | $4,779-64.2% |
| Participant deferral / active EE | $4,761 | $4,282+11.2% | $3,686+29.2% | $5,609-15.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |