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 10-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 | $315,060 | $107,791+192.3% | $90,645+247.6% | $135,375+132.7% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -5.66% | -0.90%-4.8pp | 1.88%-7.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $776 | $3,018-74.3% | $2,532-69.3% | $4,779-83.8% |
| Participant deferral / active EE | $2,952 | $3,872-23.8% | $3,425-13.8% | $5,609-47.4% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |