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 | $270,396 | $97,757+176.6% | $83,848+222.5% | $135,375+99.7% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -4.01% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,853 | $4,222-32.4% | $3,631-21.4% | $4,779-40.3% |
| Participant deferral / active EE | $6,571 | $4,682+40.3% | $4,082+61.0% | $5,609+17.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |