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 10-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 | $431,414 | $152,587+182.7% | $125,175+244.6% | $152,861+182.2% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.4%-26.9pp |
| Annual return | 17.73% | 54.84%-37.1pp | 43.79%-26.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $12,695 | $4,946+156.6% | $3,865+228.4% | $4,762+166.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |