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 | $1,224,431 | $97,125+1160.7% | $86,233+1319.9% | $137,256+792.1% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.0%-60.7pp | 80.0%-71.6pp |
| Annual return | 393.11% | 74.19%+318.9pp | 61.39%+331.7pp | 220.34%+172.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,583 | $5,180-50.1% | $4,559-43.3% | $6,407-59.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |