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 | $149,040+308.6% | $120,225+406.5% | $137,256+343.6% |
| Participation rate | 30.0% | 75.4%-45.4pp | 69.6%-39.6pp | 80.0%-50.0pp |
| Annual return | 266.83% | 605.68%-338.9pp | 439.23%-172.4pp | 220.34%+46.5pp |
| Employer contribution / active EE | $2,393 | $4,350-45.0% | $3,475-31.2% | $4,156-42.4% |
| Participant deferral / active EE | $3,857 | $4,655-17.1% | $3,999-3.5% | $6,407-39.8% |
| Admin fee / account holder | $58 | $6,348-99.1% | $5,696-99.0% | $12,270-99.5% |