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 | $574,495 | $202,318+184.0% | $172,739+232.6% | $152,861+275.8% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 14.92% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,092 | $5,856-64.3% | $5,143-59.3% | $4,762-56.1% |
| Participant deferral / active EE | $9,900 | $5,948+66.4% | $5,198+90.5% | $5,850+69.2% |
| Admin fee / account holder | $107 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |