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 4-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 | $295,204 | $72,071+309.6% | $68,368+331.8% | $137,256+115.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 23.02% | 353.14%-330.1pp | 292.57%-269.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $7,906 | $2,788+183.6% | $2,649+198.5% | $4,156+90.2% |
| Participant deferral / active EE | $13,709 | $4,410+210.9% | $4,123+232.5% | $6,407+114.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |