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 | $742,688 | $175,202+323.9% | $149,673+396.2% | $139,434+432.6% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 18.06% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,090 | $5,474-43.6% | $4,818-35.9% | $4,751-35.0% |
| Participant deferral / active EE | $9,000 | $6,519+38.1% | $5,680+58.5% | $6,710+34.1% |
| Admin fee / account holder | $255 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |