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 6-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 | $399,378 | $167,307+138.7% | $143,757+177.8% | $134,475+197.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.37% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,576 | $5,619-36.4% | $4,951-27.8% | $4,740-24.6% |
| Participant deferral / active EE | $9,802 | $6,446+52.1% | $5,637+73.9% | $6,400+53.2% |
| Admin fee / account holder | $131 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |