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 | $442,906 | $180,028+146.0% | $138,135+220.6% | $158,922+178.7% |
| Participation rate | 50.0% | 82.2%-32.2pp | 78.7%-28.7pp | 82.0%-32.0pp |
| Annual return | 19.09% | 21.68%-2.6pp | 20.51%-1.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $7,000 | $7,470-6.3% | $5,587+25.3% | $4,761+47.0% |
| Participant deferral / active EE | $13,000 | $7,717+68.4% | $6,431+102.1% | $5,982+117.3% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |