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 | $1,026,207 | $118,919+762.9% | $88,538+1059.1% | $152,861+571.3% |
| Participation rate | 14.3% | 73.4%-59.1pp | 68.7%-54.5pp | 82.4%-68.2pp |
| Annual return | 104.16% | 47.92%+56.2pp | 43.64%+60.5pp | 345.32%-241.2pp |
| Employer contribution / active EE | $481 | $2,669-82.0% | $2,098-77.1% | $4,762-89.9% |
| Participant deferral / active EE | $481 | $3,549-86.4% | $2,914-83.5% | $5,850-91.8% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |