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 3-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 | $272,810 | $159,901+70.6% | $146,958+85.6% | $145,922+87.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.10% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $10,010 | $5,286+89.4% | $4,933+102.9% | $4,660+114.8% |
| Participant deferral / active EE | $10,010 | $8,428+18.8% | $8,070+24.0% | $6,688+49.7% |
| Admin fee / account holder | $60 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |