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 | $390,233 | $117,983+230.8% | $101,794+283.4% | $142,382+174.1% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 16.18% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $539 | $2,773-80.6% | $2,289-76.5% | $4,299-87.5% |
| Participant deferral / active EE | $6,039 | $4,714+28.1% | $4,084+47.9% | $6,507-7.2% |
| Admin fee / account holder | $175 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |