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 | $359,796 | $138,044+160.6% | $125,339+187.1% | $134,475+167.6% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -19.16% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,306 | $5,243-75.1% | $4,814-72.9% | $4,740-72.4% |
| Participant deferral / active EE | $2,958 | $7,799-62.1% | $7,446-60.3% | $6,400-53.8% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |