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 | $441,072 | $167,307+163.6% | $143,757+206.8% | $134,475+228.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.93% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,070 | $5,619-63.2% | $4,951-58.2% | $4,740-56.3% |
| Participant deferral / active EE | $13,050 | $6,446+102.5% | $5,637+131.5% | $6,400+103.9% |
| Admin fee / account holder | $120 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |