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 | $272,714 | $93,024+193.2% | $77,024+254.1% | $134,475+102.8% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | 10.35% | 62.60%-52.2pp | 42.32%-32.0pp | 417.96%-407.6pp |
| Employer contribution / active EE | $1,165 | $3,418-65.9% | $2,812-58.6% | $4,740-75.4% |
| Participant deferral / active EE | $1,304 | $5,238-75.1% | $4,426-70.5% | $6,400-79.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |