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 | $283,763 | $158,398+79.1% | $126,539+124.2% | $142,382+99.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 15.95% | 593.76%-577.8pp | 425.95%-410.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $9,344 | $4,650+100.9% | $3,674+154.3% | $4,299+117.3% |
| Participant deferral / active EE | $9,344 | $4,767+96.0% | $4,083+128.9% | $6,507+43.6% |
| Admin fee / account holder | $116 | $6,918-98.3% | $6,065-98.1% | $12,624-99.1% |