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 | $911,847 | $131,829+591.7% | $108,579+739.8% | $273,961+232.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 12.09% | -91.57%+103.7pp | -51.70%+63.8pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,059 | $4,912-78.4% | $3,758-71.8% | $4,869-78.2% |
| Participant deferral / active EE | $8,000 | $5,127+56.0% | $4,311+85.6% | $5,287+51.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |