Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $297,103 | $180,749+64.4% | $160,784+84.8% | $137,256+116.5% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.0%-32.5pp | 80.0%-35.5pp |
| Annual return | 21.07% | 2234.46%-2213.4pp | 1803.92%-1782.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,110 | $4,155-73.3% | $3,733-70.3% | $4,156-73.3% |
| Participant deferral / active EE | $5,149 | $6,844-24.8% | $6,293-18.2% | $6,407-19.6% |
| Admin fee / account holder | $79 | $10,397-99.2% | $9,717-99.2% | $12,270-99.4% |