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 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,190 | $73,787-72.6% | $98,716-79.5% | $82,448-75.5% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.3%-7.2pp | 68.1%-6.0pp |
| Annual return | 20.35% | 18.57%+1.8pp | 31.81%-11.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,789 | $1,511+18.4% | $2,279-21.5% | $2,551-29.9% |
| Participant deferral / active EE | $3,001 | $3,081-2.6% | $4,048-25.9% | $4,139-27.5% |
| Admin fee / account holder | $247 | $6,500-96.2% | $8,703-97.2% | $7,234-96.6% |