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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,434 | $76,785+220.9% | $56,441+336.6% | $145,959+68.8% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 7.60% | 3000.51%-2992.9pp | 1704.21%-1696.6pp | 561.95%-554.3pp |
| Employer contribution / active EE | $166 | $1,381-87.9% | $1,039-84.0% | $4,661-96.4% |
| Participant deferral / active EE | $6,208 | $2,624+136.6% | $1,953+217.9% | $6,689-7.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |