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 | $350,006 | $117,381+198.2% | $99,443+252.0% | $152,861+129.0% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 16.01% | 31.87%-15.9pp | 30.72%-14.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |