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 | $400,999 | $159,934+150.7% | $147,005+172.8% | $145,959+174.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.35% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,969 | $5,287-62.8% | $4,934-60.1% | $4,661-57.8% |
| Participant deferral / active EE | $6,930 | $8,427-17.8% | $8,070-14.1% | $6,689+3.6% |
| Admin fee / account holder | $8 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |