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 | $396,715 | $177,572+123.4% | $154,803+156.3% | $142,382+178.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 11.31% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,349 | $4,810-72.0% | $4,305-68.7% | $4,299-68.6% |
| Participant deferral / active EE | $6,754 | $6,272+7.7% | $5,540+21.9% | $6,507+3.8% |
| Admin fee / account holder | $93 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |