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 | $262,633 | $115,882+126.6% | $100,516+161.3% | $158,922+65.3% |
| Participation rate | 69.2% | 81.6%-12.3pp | 79.4%-10.2pp | 82.0%-12.7pp |
| Annual return | 14.89% | 34.79%-19.9pp | 30.89%-16.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,807 | $4,103-56.0% | $3,418-47.1% | $4,761-62.0% |
| Participant deferral / active EE | $5,368 | $6,674-19.6% | $6,270-14.4% | $5,982-10.3% |
| Admin fee / account holder | $289 | $10,995-97.4% | $8,081-96.4% | $11,246-97.4% |