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 | $623,627 | $74,888+732.7% | $71,209+775.8% | $142,382+338.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 18.03% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,313 | $2,854+51.1% | $2,721+58.5% | $4,299+0.3% |
| Participant deferral / active EE | $5,750 | $4,454+29.1% | $4,175+37.7% | $6,507-11.6% |
| Admin fee / account holder | $255 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |