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 | $375,990 | $99,918+276.3% | $81,382+362.0% | $145,922+157.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 17.29% | 34.32%-17.0pp | 24.73%-7.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,102 | $2,978-63.0% | $2,463-55.3% | $4,660-76.3% |
| Participant deferral / active EE | $20,320 | $4,605+341.3% | $3,883+423.3% | $6,688+203.8% |
| Admin fee / account holder | $20 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |