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 | $412,892 | $154,228+167.7% | $145,433+183.9% | $137,256+200.8% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 36.67% | 74.59%-37.9pp | 66.58%-29.9pp | 220.34%-183.7pp |
| Employer contribution / active EE | $1,752 | $4,804-63.5% | $4,554-61.5% | $4,156-57.8% |
| Participant deferral / active EE | $11,493 | $8,216+39.9% | $7,897+45.5% | $6,407+79.4% |
| Admin fee / account holder | $2 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |