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 8-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 | $435,280 | $117,841+269.4% | $102,423+325.0% | $145,922+198.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 20.14% | 31.65%-11.5pp | 29.32%-9.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,625 | $3,615-27.4% | $3,023-13.2% | $4,660-43.7% |
| Participant deferral / active EE | $11,500 | $5,731+100.7% | $5,053+127.6% | $6,688+72.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |