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 | $416,786 | $135,952+206.6% | $123,892+236.4% | $273,961+52.1% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 8.68% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $940 | $5,170-81.8% | $4,617-79.6% | $4,869-80.7% |
| Participant deferral / active EE | $7,556 | $6,343+19.1% | $5,984+26.3% | $5,287+42.9% |
| Admin fee / account holder | -$224 | $9,817-102.3% | $8,357-102.7% | $10,132-102.2% |