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 | $1,056,411 | $183,592+475.4% | $155,567+579.1% | $145,959+623.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 27.70% | 61.24%-33.5pp | 64.74%-37.0pp | 561.95%-534.2pp |
| Employer contribution / active EE | $1,647 | $5,315-69.0% | $4,674-64.8% | $4,661-64.7% |
| Participant deferral / active EE | $10,167 | $6,464+57.3% | $5,628+80.7% | $6,689+52.0% |
| Admin fee / account holder | $5 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |