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 | $353,172 | $110,257+220.3% | $96,544+265.8% | $139,434+153.3% |
| Participation rate | 69.6% | 78.1%-8.5pp | 76.0%-6.4pp | 80.3%-10.8pp |
| Annual return | 16.34% | 26.32%-10.0pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,308 | $3,620-63.9% | $2,965-55.9% | $4,751-72.5% |
| Participant deferral / active EE | $4,636 | $5,548-16.4% | $4,851-4.4% | $6,710-30.9% |
| Admin fee / account holder | $42 | $11,591-99.6% | $8,252-99.5% | $11,403-99.6% |