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 | $411,704 | $183,963+123.8% | $162,163+153.9% | $152,861+169.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 24.93% | 150.76%-125.8pp | 115.59%-90.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,781 | $6,371-72.0% | $5,614-68.3% | $4,762-62.6% |
| Participant deferral / active EE | $3,919 | $8,034-51.2% | $7,298-46.3% | $5,850-33.0% |
| Admin fee / account holder | $62 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |