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 | $444,429 | $214,378+107.3% | $200,582+121.6% | $142,382+212.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 18.82% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $15,147 | $6,841+121.4% | $6,419+136.0% | $4,299+252.3% |
| Participant deferral / active EE | $12,897 | $9,865+30.7% | $9,331+38.2% | $6,507+98.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |