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 | $358,001 | $105,931+238.0% | $81,930+337.0% | $158,922+125.3% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.0%-14.9pp | 82.0%-24.8pp |
| Annual return | 35.41% | 38.17%-2.8pp | 29.49%+5.9pp | 302.83%-267.4pp |
| Employer contribution / active EE | $1,637 | $7,800-79.0% | $4,310-62.0% | $4,761-65.6% |
| Participant deferral / active EE | $3,688 | $13,003-71.6% | $7,107-48.1% | $5,982-38.4% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |