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 | $311,375 | $124,319+150.5% | $111,297+179.8% | $167,490+85.9% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 15.59% | 37.44%-21.8pp | 54.65%-39.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,536 | $3,435+2.9% | $2,731+29.5% | $4,837-26.9% |
| Participant deferral / active EE | $7,197 | $5,180+38.9% | $4,487+60.4% | $6,341+13.5% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |