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 8-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 | $15,106 | $68,097-77.8% | $62,929-76.0% | $137,256-89.0% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 11.27% | 1859.11%-1847.8pp | 1063.93%-1052.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,048 | $4,553-77.0% | $3,888-73.1% | $6,407-83.7% |
| Admin fee / account holder | $144 | $6,521-97.8% | $5,065-97.2% | $12,270-98.8% |