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 6-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 | $401,621 | $142,344+182.1% | $119,609+235.8% | $134,475+198.7% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.3%-59.3pp | 81.2%-61.2pp |
| Annual return | -15.17% | -12.44%-2.7pp | -14.97%-0.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $180 | $13,584-98.7% | $10,323-98.3% | $11,426-98.4% |