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 4-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 | $366,126 | $108,172+238.5% | $77,482+372.5% | $158,922+130.4% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 39.41% | 31.67%+7.7pp | 54.79%-15.4pp | 302.83%-263.4pp |
| Employer contribution / active EE | $87 | $1,325-93.5% | $986-91.2% | $4,761-98.2% |
| Participant deferral / active EE | $108 | $2,456-95.6% | $1,861-94.2% | $5,982-98.2% |
| Admin fee / account holder | $132 | $3,708-96.4% | $2,858-95.4% | $11,246-98.8% |