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 | $352,352 | $39,019+803.0% | $80,716+336.5% | $85,850+310.4% |
| Participation rate | 5.3% | 41.5%-36.2pp | 54.2%-48.8pp | 69.3%-64.0pp |
| Annual return | 16.62% | 26.27%-9.7pp | 87.28%-70.7pp | 318.53%-301.9pp |
| Employer contribution / active EE | $389 | $722-46.1% | $1,160-66.5% | $2,565-84.8% |
| Participant deferral / active EE | $929 | $1,326-29.9% | $2,146-56.7% | $3,952-76.5% |
| Admin fee / account holder | $13 | $2,431-99.5% | $3,380-99.6% | $6,260-99.8% |