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 | $789,357 | $209,411+276.9% | $178,490+342.2% | $158,922+396.7% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 27.36% | 188.75%-161.4pp | 151.07%-123.7pp | 302.83%-275.5pp |
| Employer contribution / active EE | $3,980 | $5,706-30.3% | $5,011-20.6% | $4,761-16.4% |
| Participant deferral / active EE | $9,100 | $5,954+52.8% | $5,202+74.9% | $5,982+52.1% |
| Admin fee / account holder | -$408 | $17,074-102.4% | $13,984-102.9% | $11,246-103.6% |