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 | $763,034 | $142,344+436.0% | $119,609+537.9% | $134,475+467.4% |
| Participation rate | 14.3% | 82.8%-68.5pp | 79.3%-65.0pp | 81.2%-66.9pp |
| Annual return | 21.53% | -12.44%+34.0pp | -14.97%+36.5pp | 417.96%-396.4pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $102 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |