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 | $359,871 | $159,901+125.1% | $146,958+144.9% | $145,922+146.6% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 18.93% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,489 | $5,286-52.9% | $4,933-49.5% | $4,660-46.6% |
| Participant deferral / active EE | $6,717 | $8,428-20.3% | $8,070-16.8% | $6,688+0.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |