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 | $255,087 | $109,817+132.3% | $98,442+159.1% | $167,490+52.3% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 11.98% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $857 | $3,224-73.4% | $2,960-71.0% | $4,837-82.3% |
| Participant deferral / active EE | $2,786 | $4,673-40.4% | $4,276-34.9% | $6,341-56.1% |
| Admin fee / account holder | $100 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |