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 | $379,467 | $96,956+291.4% | $70,014+442.0% | $273,961+38.5% |
| Participation rate | 30.0% | 77.1%-47.1pp | 71.8%-41.8pp | 83.0%-53.0pp |
| Annual return | 9.80% | 12.93%-3.1pp | 12.99%-3.2pp | 41.45%-31.6pp |
| Employer contribution / active EE | $911 | $3,316-72.5% | $2,338-61.1% | $4,869-81.3% |
| Participant deferral / active EE | $4,630 | $3,744+23.7% | $2,931+58.0% | $5,287-12.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |