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 | $381,107 | $197,591+92.9% | $177,821+114.3% | $158,922+139.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 31.58% | 58.76%-27.2pp | 48.32%-16.7pp | 302.83%-271.2pp |
| Employer contribution / active EE | $6,139 | $6,697-8.3% | $5,918+3.7% | $4,761+28.9% |
| Participant deferral / active EE | $10,032 | $8,405+19.4% | $7,714+30.1% | $5,982+67.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |