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 9-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 | $309,188 | $123,909+149.5% | $69,647+343.9% | $145,922+111.9% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.5%+0.2pp | 80.3%-13.6pp |
| Annual return | 16.60% | 190.55%-174.0pp | 100.48%-83.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $6,042 | $2,682+125.3% | $1,712+252.8% | $4,660+29.7% |
| Participant deferral / active EE | $17,284 | $4,236+308.0% | $2,886+498.9% | $6,688+158.4% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |