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 5-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 | $502,918 | $157,256+219.8% | $141,162+256.3% | $152,861+229.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 44.65% | 64.32%-19.7pp | 71.39%-26.7pp | 345.32%-300.7pp |
| Employer contribution / active EE | $24,667 | $5,261+368.9% | $4,735+420.9% | $4,762+418.0% |
| Participant deferral / active EE | $14,667 | $7,109+106.3% | $6,709+118.6% | $5,850+150.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |