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 7-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 | $436,643 | $99,652+338.2% | $78,778+454.3% | $147,584+195.9% |
| Participation rate | 18.2% | 76.2%-58.0pp | 69.2%-51.0pp | 82.8%-64.6pp |
| Annual return | 83.33% | 47.28%+36.0pp | 35.62%+47.7pp | 578.55%-495.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $35 | $7,155-99.5% | $5,134-99.3% | $10,885-99.7% |