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 | $116,167+173.4% | $64,489+392.4% | $137,256+131.4% |
| Participation rate | 40.0% | 68.2%-28.2pp | 67.7%-27.7pp | 80.0%-40.0pp |
| Annual return | 9.84% | 36.55%-26.7pp | 55.03%-45.2pp | 220.34%-210.5pp |
| Employer contribution / active EE | $984 | $2,483-60.4% | $1,523-35.4% | $4,156-76.3% |
| Participant deferral / active EE | $1,230 | $4,215-70.8% | $2,778-55.7% | $6,407-80.8% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |