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 | $430,460 | $162,781+164.4% | $133,956+221.3% | $158,922+170.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 17.36% | 41.94%-24.6pp | 45.09%-27.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,479 | $4,975-30.1% | $3,919-11.2% | $4,761-26.9% |
| Participant deferral / active EE | $8,452 | $5,911+43.0% | $5,048+67.4% | $5,982+41.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |