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 6-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 | $460,970 | $97,757+371.5% | $83,848+449.8% | $135,375+240.5% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | 77.06% | 1287.37%-1210.3pp | 850.88%-773.8pp | 519.73%-442.7pp |
| Employer contribution / active EE | $798 | $4,222-81.1% | $3,631-78.0% | $4,779-83.3% |
| Participant deferral / active EE | $2,612 | $4,682-44.2% | $4,082-36.0% | $5,609-53.4% |
| Admin fee / account holder | $169 | $6,674-97.5% | $5,478-96.9% | $10,827-98.4% |