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 | $360,775 | $99,341+263.2% | $84,750+325.7% | $273,961+31.7% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.48% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,497 | $4,214-40.8% | $3,574-30.2% | $4,869-48.7% |
| Participant deferral / active EE | $9,623 | $4,269+125.4% | $3,712+159.3% | $5,287+82.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |