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 | $439,596 | $105,998+314.7% | $92,233+376.6% | $147,584+197.9% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 16.46% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,261 | $4,333-47.8% | $3,679-38.5% | $4,876-53.6% |
| Participant deferral / active EE | $8,553 | $4,478+91.0% | $3,897+119.5% | $5,439+57.3% |
| Admin fee / account holder | $13 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |