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 10-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 | $1,085,527 | $72,396+1399.4% | $67,511+1507.9% | $145,959+643.7% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 14.88% | 7194.07%-7179.2pp | 3517.41%-3502.5pp | 561.95%-547.1pp |
| Employer contribution / active EE | $3,581 | $3,071+16.6% | $2,733+31.1% | $4,661-23.2% |
| Participant deferral / active EE | $10,167 | $4,781+112.6% | $4,000+154.1% | $6,689+52.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |