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 | $2,473,926 | $127,065+1847.0% | $113,168+2086.1% | $142,382+1637.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 18.24% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,863 | $3,442+99.4% | $2,975+130.7% | $4,299+59.6% |
| Participant deferral / active EE | $7,667 | $5,716+34.1% | $5,107+50.1% | $6,507+17.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |