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 | $277,864 | $107,934+157.4% | $91,989+202.1% | $152,861+81.8% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 22.41% | 89.24%-66.8pp | 69.02%-46.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,773 | $4,210+13.4% | $3,452+38.3% | $4,762+0.2% |
| Participant deferral / active EE | $15,933 | $6,364+150.4% | $5,923+169.0% | $5,850+172.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |