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 | $479,631 | $111,535+330.0% | $105,223+355.8% | $137,256+249.4% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 18.29% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $990 | $3,939-74.9% | $3,689-73.2% | $4,156-76.2% |
| Participant deferral / active EE | $9,291 | $5,500+68.9% | $5,072+83.2% | $6,407+45.0% |
| Admin fee / account holder | $53 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |