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 | $741,612 | $201,272+268.5% | $184,203+302.6% | $145,922+408.2% |
| Participation rate | 64.7% | 87.5%-22.8pp | 86.8%-22.1pp | 80.3%-15.6pp |
| Annual return | 15.89% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $13,646 | $7,022+94.3% | $6,427+112.3% | $4,660+192.8% |
| Participant deferral / active EE | $22,461 | $9,806+129.1% | $9,131+146.0% | $6,688+235.9% |
| Admin fee / account holder | -$593 | $16,364-103.6% | $13,901-104.3% | $13,397-104.4% |