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 3-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 | $509,819 | $148,534+243.2% | $135,903+275.1% | $139,434+265.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9146.23% | 79.19%+9067.0pp | 68.23%+9078.0pp | 372.94%+8773.3pp |
| Employer contribution / active EE | $2,400 | $5,243-54.2% | $4,856-50.6% | $4,751-49.5% |
| Participant deferral / active EE | $30,600 | $8,100+277.8% | $7,758+294.4% | $6,710+356.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |