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 | $378,261 | $74,888+405.1% | $71,209+431.2% | $142,382+165.7% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 76.40% | 345.14%-268.7pp | 282.51%-206.1pp | 217.08%-140.7pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,463 | $4,454-67.2% | $4,175-65.0% | $6,507-77.5% |
| Admin fee / account holder | $27 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |