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 | $798,401 | $99,877+699.4% | $84,966+839.7% | $145,922+447.1% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 27.12% | 83.76%-56.6pp | 66.38%-39.3pp | 561.29%-534.2pp |
| Employer contribution / active EE | $1,525 | $3,231-52.8% | $2,727-44.1% | $4,660-67.3% |
| Participant deferral / active EE | $6,100 | $5,291+15.3% | $4,519+35.0% | $6,688-8.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |