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 4-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 | $351,770 | $117,983+198.2% | $101,794+245.6% | $142,382+147.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 15.54% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,493 | $2,773+26.0% | $2,289+52.6% | $4,299-18.7% |
| Participant deferral / active EE | $12,135 | $4,714+157.5% | $4,084+197.1% | $6,507+86.5% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |