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 6-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 | $331,743 | $70,756+368.9% | $65,493+406.5% | $142,382+133.0% |
| Participation rate | 10.0% | 77.4%-67.4pp | 73.1%-63.1pp | 80.1%-70.1pp |
| Annual return | 20.24% | 1754.89%-1734.6pp | 982.45%-962.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $480 | $2,881-83.3% | $2,574-81.4% | $4,299-88.8% |
| Participant deferral / active EE | $2,350 | $4,637-49.3% | $3,961-40.7% | $6,507-63.9% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |