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 9-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 | $302,594 | $104,974+188.3% | $95,585+216.6% | $142,382+112.5% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 18.71% | 210.33%-191.6pp | 38.56%-19.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,753 | $2,779+71.1% | $2,527+88.1% | $4,299+10.6% |
| Participant deferral / active EE | $12,000 | $4,352+175.7% | $4,023+198.3% | $6,507+84.4% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |