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 | $270,875 | $115,770+134.0% | $101,248+167.5% | $158,922+70.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 62.34% | 56.14%+6.2pp | 46.47%+15.9pp | 302.83%-240.5pp |
| Employer contribution / active EE | $4,455 | $4,175+6.7% | $3,660+21.7% | $4,761-6.4% |
| Participant deferral / active EE | $4,065 | $4,957-18.0% | $4,370-7.0% | $5,982-32.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |