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 | $2,795,266 | $209,336+1235.3% | $197,124+1318.0% | $137,256+1936.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 18.63% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $16,881 | $6,591+156.1% | $6,227+171.1% | $4,156+306.2% |
| Participant deferral / active EE | $13,116 | $9,614+36.4% | $9,135+43.6% | $6,407+104.7% |
| Admin fee / account holder | $29 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |