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 | $123,982+149.4% | $69,701+343.6% | $145,959+111.8% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 16.60% | 191.01%-174.4pp | 100.32%-83.7pp | 561.95%-545.4pp |
| Employer contribution / active EE | $6,042 | $2,681+125.3% | $1,713+252.7% | $4,661+29.6% |
| Participant deferral / active EE | $17,284 | $4,236+308.0% | $2,887+498.7% | $6,689+158.4% |
| Admin fee / account holder | $0 | $7,867-100.0% | $4,717-100.0% | $13,398-100.0% |