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 | $256,755 | $176,056+45.8% | $159,436+61.0% | $167,490+53.3% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 15.13% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,429 | $5,297-73.0% | $4,829-70.4% | $4,837-70.5% |
| Participant deferral / active EE | $10,842 | $7,750+39.9% | $7,352+47.5% | $6,341+71.0% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |