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 | $258,117 | $104,974+145.9% | $95,585+170.0% | $142,382+81.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.12% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,300 | $2,779-53.2% | $2,527-48.5% | $4,299-69.8% |
| Participant deferral / active EE | $5,200 | $4,352+19.5% | $4,023+29.3% | $6,507-20.1% |
| Admin fee / account holder | $120 | $6,386-98.1% | $6,127-98.0% | $12,624-99.0% |