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 | $282,361 | $135,635+108.2% | $110,238+156.1% | $135,375+108.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -0.93% | 513.19%-514.1pp | 314.74%-315.7pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,080 | $4,906-78.0% | $3,826-71.8% | $4,779-77.4% |
| Participant deferral / active EE | $5,100 | $5,506-7.4% | $4,672+9.2% | $5,609-9.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |