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 | $363,666 | $157,256+131.3% | $141,162+157.6% | $152,861+137.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 16.72% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,750 | $5,261-47.7% | $4,735-41.9% | $4,762-42.3% |
| Participant deferral / active EE | $5,125 | $7,109-27.9% | $6,709-23.6% | $5,850-12.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |