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 | $607,005 | $167,307+262.8% | $143,757+322.2% | $134,475+351.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.69% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,269 | $5,619-24.0% | $4,951-13.8% | $4,740-9.9% |
| Participant deferral / active EE | $9,965 | $6,446+54.6% | $5,637+76.8% | $6,400+55.7% |
| Admin fee / account holder | $60 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |