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 | $284,149 | $106,515+166.8% | $96,683+193.9% | $139,434+103.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 11.02% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $12,573 | $4,103+206.4% | $3,737+236.5% | $4,751+164.6% |
| Participant deferral / active EE | $4,682 | $5,454-14.1% | $4,878-4.0% | $6,710-30.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |