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 | $276,031 | $115,770+138.4% | $101,248+172.6% | $158,922+73.7% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 19.78% | 56.14%-36.4pp | 46.47%-26.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $977 | $4,175-76.6% | $3,660-73.3% | $4,761-79.5% |
| Participant deferral / active EE | $4,500 | $4,957-9.2% | $4,370+3.0% | $5,982-24.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |