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 | $253,985 | $132,634+91.5% | $115,768+119.4% | $137,256+85.0% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.4%-28.2pp | 80.0%-33.8pp |
| Annual return | 18.91% | 160.70%-141.8pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,279 | $3,360-61.9% | $2,940-56.5% | $4,156-69.2% |
| Participant deferral / active EE | $6,692 | $5,619+19.1% | $4,917+36.1% | $6,407+4.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |