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 | $379,306 | $157,256+141.2% | $141,162+168.7% | $152,861+148.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 23.49% | 64.32%-40.8pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,955 | $5,261-62.8% | $4,735-58.7% | $4,762-59.0% |
| Participant deferral / active EE | $6,083 | $7,109-14.4% | $6,709-9.3% | $5,850+4.0% |
| Admin fee / account holder | -$385 | $12,120-103.2% | $10,261-103.8% | $11,596-103.3% |