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 | $74,888+294.2% | $71,209+314.6% | $142,382+107.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 23.02% | 345.14%-322.1pp | 282.51%-259.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $7,906 | $2,854+177.0% | $2,721+190.6% | $4,299+83.9% |
| Participant deferral / active EE | $13,709 | $4,454+207.8% | $4,175+228.4% | $6,507+110.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |