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 | $495,991 | $175,202+183.1% | $149,673+231.4% | $139,434+255.7% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 17.43% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,713 | $5,474+4.4% | $4,818+18.6% | $4,751+20.2% |
| Participant deferral / active EE | $5,625 | $6,519-13.7% | $5,680-1.0% | $6,710-16.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |