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 4-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 | $293,167 | $95,561+206.8% | $77,163+279.9% | $139,434+110.3% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 18.52% | 54.92%-36.4pp | 37.87%-19.4pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,133 | $3,147-0.4% | $2,535+23.6% | $4,751-34.0% |
| Participant deferral / active EE | $20,000 | $4,624+332.6% | $3,833+421.7% | $6,710+198.1% |
| Admin fee / account holder | $20 | $8,295-99.8% | $5,472-99.6% | $11,403-99.8% |