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 | $294,143 | $138,065+113.0% | $123,544+138.1% | $135,375+117.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.17% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,913 | $5,151-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $5,646 | $6,799-17.0% | $6,426-12.1% | $5,609+0.7% |
| Admin fee / account holder | -$197 | $10,916-101.8% | $9,284-102.1% | $10,827-101.8% |