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 | $291,544 | $37,426+679.0% | $77,482+276.3% | $79,858+265.1% |
| Participation rate | 8.3% | 41.5%-33.2pp | 54.2%-45.9pp | 69.6%-61.3pp |
| Annual return | 16.90% | 39.70%-22.8pp | 54.79%-37.9pp | 31.71%-14.8pp |
| Employer contribution / active EE | $386 | $637-39.3% | $986-60.8% | $2,471-84.4% |
| Participant deferral / active EE | $847 | $1,260-32.8% | $1,861-54.5% | $3,740-77.4% |
| Admin fee / account holder | $190 | $2,504-92.4% | $2,858-93.4% | $5,306-96.4% |