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 | $1,304,888 | $165,984+686.2% | $164,813+691.7% | $145,922+794.2% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-61.9pp | 80.3%-63.6pp |
| Annual return | 61.44% | 100.03%-38.6pp | 69.93%-8.5pp | 561.29%-499.8pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $112 | $16,648-99.3% | $12,690-99.1% | $13,397-99.2% |