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 | $2,095,599 | $293,860+613.1% | $237,244+783.3% | $357,791+485.7% |
| Participation rate | 9.1% | 84.2%-75.1pp | 80.3%-71.2pp | 85.6%-76.5pp |
| Annual return | 20.44% | 4677.97%-4657.5pp | 4131.29%-4110.9pp | 396.79%-376.4pp |
| Employer contribution / active EE | $0 | $5,523-100.0% | $4,351-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,397-100.0% | $4,056-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $21,223-100.0% | $18,030-100.0% | $28,387-100.0% |