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 7-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 | $317,566 | $118,427+168.2% | $66,042+380.9% | $142,382+123.0% |
| Participation rate | 40.0% | 68.1%-28.1pp | 67.5%-27.5pp | 80.1%-40.1pp |
| Annual return | 9.84% | 35.57%-25.7pp | 52.11%-42.3pp | 217.08%-207.2pp |
| Employer contribution / active EE | $984 | $2,570-61.7% | $1,579-37.7% | $4,299-77.1% |
| Participant deferral / active EE | $1,230 | $4,311-71.5% | $2,835-56.6% | $6,507-81.1% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |