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 | $304,651 | $172,111+77.0% | $150,298+102.7% | $137,256+122.0% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | 14.70% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $914 | $4,636-80.3% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $5,740 | $6,166-6.9% | $5,453+5.3% | $6,407-10.4% |
| Admin fee / account holder | $8 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |