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 | $492,330 | $154,228+219.2% | $145,433+238.5% | $137,256+258.7% |
| Participation rate | 22.7% | 83.8%-61.1pp | 82.1%-59.4pp | 80.0%-57.2pp |
| Annual return | 14.78% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,403 | $4,804-8.3% | $4,554-3.3% | $4,156+5.9% |
| Participant deferral / active EE | $9,609 | $8,216+16.9% | $7,897+21.7% | $6,407+50.0% |
| Admin fee / account holder | $2 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |