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 | $261,281 | $95,862+172.6% | $79,550+228.5% | $134,475+94.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -6.77% | -2.69%-4.1pp | 0.16%-6.9pp | 417.96%-424.7pp |
| Employer contribution / active EE | $2,012 | $3,128-35.7% | $2,413-16.6% | $4,740-57.5% |
| Participant deferral / active EE | $6,736 | $4,693+43.5% | $3,985+69.0% | $6,400+5.3% |
| Admin fee / account holder | $74 | $9,126-99.2% | $6,832-98.9% | $11,426-99.4% |