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 6-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 | $342,842 | $201,259+70.3% | $184,200+86.1% | $145,959+134.9% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 18.32% | 28.98%-10.7pp | 28.80%-10.5pp | 561.95%-543.6pp |
| Employer contribution / active EE | $13,170 | $7,018+87.7% | $6,424+105.0% | $4,661+182.6% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,132-34.3% | $6,689-10.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |