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 | $343,689 | $165,335+107.9% | $149,696+129.6% | $158,922+116.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.35% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,216 | $5,103-56.6% | $4,644-52.3% | $4,761-53.5% |
| Participant deferral / active EE | $6,241 | $7,181-13.1% | $6,842-8.8% | $5,982+4.3% |
| Admin fee / account holder | -$358 | $10,807-103.3% | $9,309-103.8% | $11,246-103.2% |