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 8-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 | $263,441 | $80,717+226.4% | $154,803+70.2% | $84,808+210.6% |
| Participation rate | 40.6% | 66.8%-26.2pp | 78.1%-37.4pp | 68.3%-27.7pp |
| Annual return | 58.38% | 37.96%+20.4pp | 58.88%-0.5pp | 40.90%+17.5pp |
| Employer contribution / active EE | $1,020 | $2,761-63.1% | $4,305-76.3% | $2,631-61.2% |
| Participant deferral / active EE | $4,163 | $3,303+26.0% | $5,540-24.9% | $4,212-1.2% |
| Admin fee / account holder | $173 | $6,746-97.4% | $14,329-98.8% | $7,344-97.6% |