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 | $281,207 | $217,402+29.3% | $185,823+51.3% | $167,490+67.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 10.08% | 148.36%-138.3pp | 122.05%-112.0pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,893 | $5,873-50.8% | $5,167-44.0% | $4,837-40.2% |
| Participant deferral / active EE | $6,969 | $6,356+9.6% | $5,568+25.2% | $6,341+9.9% |
| Admin fee / account holder | $275 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |