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 | $252,658 | $183,519+37.7% | $155,509+62.5% | $145,922+73.1% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 13736.80% | 61.17%+13675.6pp | 64.67%+13672.1pp | 561.29%+13175.5pp |
| Employer contribution / active EE | $2,968 | $5,313-44.1% | $4,672-36.5% | $4,660-36.3% |
| Participant deferral / active EE | $3,950 | $6,462-38.9% | $5,626-29.8% | $6,688-40.9% |
| Admin fee / account holder | $113 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |