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 | $985,436 | $181,894+441.8% | $156,549+529.5% | $273,961+259.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 10.89% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,446 | $6,248-60.9% | $5,501-55.5% | $4,869-49.8% |
| Participant deferral / active EE | $11,000 | $5,550+98.2% | $4,871+125.8% | $5,287+108.1% |
| Admin fee / account holder | $31 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |