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 | $391,109 | $165,335+136.6% | $149,696+161.3% | $158,922+146.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 38.20% | 348.15%-309.9pp | 276.60%-238.4pp | 302.83%-264.6pp |
| Employer contribution / active EE | $1,825 | $5,103-64.2% | $4,644-60.7% | $4,761-61.7% |
| Participant deferral / active EE | $5,872 | $7,181-18.2% | $6,842-14.2% | $5,982-1.8% |
| Admin fee / account holder | -$748 | $10,807-106.9% | $9,309-108.0% | $11,246-106.6% |