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 | $904,446 | $138,044+555.2% | $125,339+621.6% | $134,475+572.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 1.49% | 750.33%-748.8pp | 572.05%-570.6pp | 417.96%-416.5pp |
| Employer contribution / active EE | $7,467 | $5,243+42.4% | $4,814+55.1% | $4,740+57.5% |
| Participant deferral / active EE | $24,667 | $7,799+216.3% | $7,446+231.3% | $6,400+285.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |