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 | $786,189 | $93,024+745.1% | $77,024+920.7% | $134,475+484.6% |
| Participation rate | 9.1% | 74.5%-65.4pp | 67.9%-58.8pp | 81.2%-72.1pp |
| Annual return | -0.45% | 62.60%-63.1pp | 42.32%-42.8pp | 417.96%-418.4pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $23 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |