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 | $1,104,893 | $288,797+282.6% | $239,577+361.2% | $382,429+188.9% |
| Participation rate | 66.7% | 85.8%-19.2pp | 82.1%-15.4pp | 87.7%-21.1pp |
| Annual return | 13.92% | -3.30%+17.2pp | -0.70%+14.6pp | 248.85%-234.9pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |