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 6-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 | $458,588 | $74,888+512.4% | $71,209+544.0% | $142,382+222.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 22.89% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,956 | $2,854+3.6% | $2,721+8.6% | $4,299-31.2% |
| Participant deferral / active EE | $14,633 | $4,454+228.5% | $4,175+250.5% | $6,507+124.9% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |