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 | $351,552 | $152,587+130.4% | $125,175+180.8% | $152,861+130.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 20.19% | 54.84%-34.6pp | 43.79%-23.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,413 | $4,946-31.0% | $3,865-11.7% | $4,762-28.3% |
| Participant deferral / active EE | $8,750 | $5,868+49.1% | $4,937+77.2% | $5,850+49.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |