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 | $429,243 | $49,922+759.8% | $80,569+432.8% | $75,163+471.1% |
| Participation rate | 6.8% | 55.3%-48.5pp | 67.0%-60.2pp | 67.2%-60.4pp |
| Annual return | 30.90% | 34.69%-3.8pp | 935.43%-904.5pp | 160.62%-129.7pp |
| Employer contribution / active EE | $1,246 | $1,698-26.6% | $2,723-54.3% | $2,670-53.3% |
| Participant deferral / active EE | $789 | $2,990-73.6% | $4,447-82.3% | $4,125-80.9% |
| Admin fee / account holder | $27 | $3,577-99.2% | $5,377-99.5% | $5,651-99.5% |