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 8-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 | $313,485 | $138,044+127.1% | $125,339+150.1% | $134,475+133.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.13% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $12,206 | $5,243+132.8% | $4,814+153.6% | $4,740+157.5% |
| Participant deferral / active EE | $17,333 | $7,799+122.3% | $7,446+132.8% | $6,400+170.8% |
| Admin fee / account holder | $152 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |