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 | $304,019 | $180,449+68.5% | $154,107+97.3% | $135,375+124.6% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | 0.40% | 888.09%-887.7pp | 735.12%-734.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,379 | $6,035-77.2% | $5,298-74.0% | $4,779-71.2% |
| Participant deferral / active EE | $7,093 | $5,806+22.2% | $5,081+39.6% | $5,609+26.5% |
| Admin fee / account holder | $91 | $16,143-99.4% | $13,411-99.3% | $10,827-99.2% |