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 | $506,166 | $202,318+150.2% | $172,739+193.0% | $152,861+231.1% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.4%-14.3pp |
| Annual return | 30.42% | 1029.65%-999.2pp | 802.84%-772.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,009 | $5,856-65.7% | $5,143-60.9% | $4,762-57.8% |
| Participant deferral / active EE | $2,837 | $5,948-52.3% | $5,198-45.4% | $5,850-51.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |