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 | $444,122 | $152,587+191.1% | $125,175+254.8% | $152,861+190.5% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 25.72% | 54.84%-29.1pp | 43.79%-18.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $9,949 | $4,946+101.1% | $3,865+157.4% | $4,762+108.9% |
| Participant deferral / active EE | $25,000 | $5,868+326.0% | $4,937+406.4% | $5,850+327.3% |
| Admin fee / account holder | $68 | $13,434-99.5% | $9,702-99.3% | $11,596-99.4% |