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 | $1,200,000 | $48,265+2386.3% | $68,791+1644.4% | $68,494+1652.0% |
| Participation rate | 3.4% | 60.7%-57.2pp | 69.0%-65.6pp | 67.9%-64.4pp |
| Annual return | -4.00% | -12.71%+8.7pp | -6.38%+2.4pp | -7.84%+3.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |