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 | $444,229 | $95,971+362.9% | $74,550+495.9% | $135,375+228.1% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -5.27% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,308 | $3,843-40.0% | $3,108-25.8% | $5,609-58.9% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |