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 | $361,341 | $90,348+299.9% | $75,972+375.6% | $145,922+147.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.41% | 620.88%-611.5pp | 359.55%-350.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,124 | $3,311+24.6% | $2,685+53.6% | $4,660-11.5% |
| Participant deferral / active EE | $17,396 | $5,162+237.0% | $4,255+308.8% | $6,688+160.1% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |