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 | $349,736 | $228,332+53.2% | $185,823+88.2% | $158,922+120.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 17.71% | 40.80%-23.1pp | 35.95%-18.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,335 | $4,967-53.0% | $4,087-42.9% | $4,761-51.0% |
| Participant deferral / active EE | $12,386 | $6,415+93.1% | $5,632+119.9% | $5,982+107.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |