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 | $608,924 | $158,398+284.4% | $126,539+381.2% | $142,382+327.7% |
| Participation rate | 30.0% | 75.8%-45.8pp | 69.8%-39.8pp | 80.1%-50.1pp |
| Annual return | 266.83% | 593.76%-326.9pp | 425.95%-159.1pp | 217.08%+49.8pp |
| Employer contribution / active EE | $2,393 | $4,650-48.5% | $3,674-34.9% | $4,299-44.3% |
| Participant deferral / active EE | $3,857 | $4,767-19.1% | $4,083-5.5% | $6,507-40.7% |
| Admin fee / account holder | $58 | $6,918-99.2% | $6,065-99.0% | $12,624-99.5% |