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 5-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 | $307,299 | $138,044+122.6% | $125,339+145.2% | $134,475+128.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 196.16% | 750.33%-554.2pp | 572.05%-375.9pp | 417.96%-221.8pp |
| Employer contribution / active EE | $1,908 | $5,243-63.6% | $4,814-60.4% | $4,740-59.7% |
| Participant deferral / active EE | $6,332 | $7,799-18.8% | $7,446-15.0% | $6,400-1.1% |
| Admin fee / account holder | $287 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |