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 9-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 | $251,806 | $180,749+39.3% | $160,784+56.6% | $137,256+83.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.16% | 2234.46%-2219.3pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,036 | $4,155-26.9% | $3,733-18.7% | $4,156-27.0% |
| Participant deferral / active EE | $10,055 | $6,844+46.9% | $6,293+59.8% | $6,407+56.9% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |