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 | $395,129 | $106,543+270.9% | $91,220+333.2% | $134,475+193.8% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.2%-53.2pp | 81.2%-61.2pp |
| Annual return | 13.30% | 160.60%-147.3pp | 114.01%-100.7pp | 417.96%-404.7pp |
| Employer contribution / active EE | $1,270 | $3,331-61.9% | $2,850-55.4% | $4,740-73.2% |
| Participant deferral / active EE | $3,597 | $4,719-23.8% | $4,234-15.0% | $6,400-43.8% |
| Admin fee / account holder | $30 | $6,231-99.5% | $5,420-99.5% | $11,426-99.7% |