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 | $293,482 | $228,332+28.5% | $185,823+57.9% | $158,922+84.7% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 20.69% | 40.80%-20.1pp | 35.95%-15.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,531 | $4,967-49.0% | $4,087-38.1% | $4,761-46.8% |
| Participant deferral / active EE | $4,159 | $6,415-35.2% | $5,632-26.1% | $5,982-30.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |