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 7-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 | $267,054 | $112,729+136.9% | $98,716+170.5% | $137,256+94.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 13.27% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,354 | $2,725+23.1% | $2,279+47.2% | $4,156-19.3% |
| Participant deferral / active EE | $7,667 | $4,640+65.2% | $4,048+89.4% | $6,407+19.7% |
| Admin fee / account holder | $173 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |