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 8-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 | $408,215 | $217,402+87.8% | $185,823+119.7% | $167,490+143.7% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 21.16% | 148.36%-127.2pp | 122.05%-100.9pp | 478.56%-457.4pp |
| Employer contribution / active EE | $2,877 | $5,873-51.0% | $5,167-44.3% | $4,837-40.5% |
| Participant deferral / active EE | $5,067 | $6,356-20.3% | $5,568-9.0% | $6,341-20.1% |
| Admin fee / account holder | $59 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |