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 | $437,772 | $99,652+339.3% | $78,778+455.7% | $147,584+196.6% |
| Participation rate | 36.4% | 76.2%-39.9pp | 69.2%-32.8pp | 82.8%-46.5pp |
| Annual return | 87.66% | 47.28%+40.4pp | 35.62%+52.0pp | 578.55%-490.9pp |
| Employer contribution / active EE | $810 | $2,796-71.0% | $1,986-59.2% | $4,876-83.4% |
| Participant deferral / active EE | $810 | $3,664-77.9% | $2,958-72.6% | $5,439-85.1% |
| Admin fee / account holder | $23 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |