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 | $1,379,555 | $209,411+558.8% | $178,490+672.9% | $158,922+768.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 8.67% | 188.75%-180.1pp | 151.07%-142.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,665 | $5,706-53.3% | $5,011-46.8% | $4,761-44.0% |
| Participant deferral / active EE | $9,709 | $5,954+63.1% | $5,202+86.6% | $5,982+62.3% |
| Admin fee / account holder | $273 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |