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 5-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 | $699,852 | $172,111+306.6% | $150,298+365.6% | $137,256+409.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.61% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,743 | $4,636-40.8% | $4,154-34.0% | $4,156-34.0% |
| Participant deferral / active EE | $8,448 | $6,166+37.0% | $5,453+54.9% | $6,407+31.9% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |