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 | $270,281 | $106,543+153.7% | $91,220+196.3% | $134,475+101.0% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | 40.58% | 160.60%-120.0pp | 114.01%-73.4pp | 417.96%-377.4pp |
| Employer contribution / active EE | $1,210 | $3,331-63.7% | $2,850-57.6% | $4,740-74.5% |
| Participant deferral / active EE | $1,846 | $4,719-60.9% | $4,234-56.4% | $6,400-71.2% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |