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 | $470,822 | $99,877+371.4% | $84,966+454.1% | $145,922+222.7% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | 14.64% | 83.76%-69.1pp | 66.38%-51.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,549 | $3,231-52.1% | $2,727-43.2% | $4,660-66.8% |
| Participant deferral / active EE | $8,400 | $5,291+58.8% | $4,519+85.9% | $6,688+25.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |