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 | $335,685 | $159,901+109.9% | $146,958+128.4% | $145,922+130.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 19.71% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $15,848 | $5,286+199.8% | $4,933+221.3% | $4,660+240.1% |
| Participant deferral / active EE | $9,036 | $8,428+7.2% | $8,070+12.0% | $6,688+35.1% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |