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 | $258,038 | $104,486+147.0% | $76,817+235.9% | $152,861+68.8% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.4%-22.4pp |
| Annual return | 29.10% | 1013.37%-984.3pp | 1166.11%-1137.0pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,785 | $3,116-42.7% | $2,302-22.5% | $4,762-62.5% |
| Participant deferral / active EE | $3,580 | $4,236-15.5% | $3,336+7.3% | $5,850-38.8% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |