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 | $357,469 | $150,440+137.6% | $136,294+162.3% | $147,584+142.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.79% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,512 | $5,256-71.2% | $4,695-67.8% | $4,876-69.0% |
| Participant deferral / active EE | $6,635 | $6,630+0.1% | $6,247+6.2% | $5,439+22.0% |
| Admin fee / account holder | $21 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |