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 | $459,526 | $176,812+159.9% | $146,665+213.3% | $167,490+174.4% |
| Participation rate | 55.6% | 83.6%-28.1pp | 80.1%-24.5pp | 82.1%-26.5pp |
| Annual return | 20.80% | 24.03%-3.2pp | 22.74%-1.9pp | 478.56%-457.8pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,412 | $6,440-0.4% | $5,506+16.5% | $6,341+1.1% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |