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 | $314,189 | $111,724+181.2% | $93,606+235.7% | $145,922+115.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 18.84% | 202.98%-184.1pp | 133.20%-114.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,212 | $3,090+4.0% | $2,420+32.8% | $4,660-31.1% |
| Participant deferral / active EE | $8,806 | $4,912+79.3% | $4,411+99.6% | $6,688+31.7% |
| Admin fee / account holder | $5 | $10,250-100.0% | $8,285-99.9% | $13,397-100.0% |