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 | $323,605 | $202,432+59.9% | $169,368+91.1% | $139,434+132.1% |
| Participation rate | 53.3% | 81.1%-27.7pp | 77.1%-23.8pp | 80.3%-27.0pp |
| Annual return | 16.05% | 531.74%-515.7pp | 405.60%-389.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,451 | $4,692-47.8% | $4,013-38.9% | $4,751-48.4% |
| Participant deferral / active EE | $10,731 | $6,938+54.7% | $6,221+72.5% | $6,710+59.9% |
| Admin fee / account holder | $2 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |