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 10-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 | $292,969 | $85,790+241.5% | $67,313+335.2% | $135,375+116.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.78% | -0.54%-5.2pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $697 | $3,487-80.0% | $2,566-72.8% | $4,779-85.4% |
| Participant deferral / active EE | $8,167 | $4,651+75.6% | $3,568+128.9% | $5,609+45.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |