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 | $104,950 | $159,934-34.4% | $147,005-28.6% | $145,959-28.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 11.28% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,192 | $5,287-77.4% | $4,934-75.8% | $4,661-74.4% |
| Participant deferral / active EE | $5,167 | $8,427-38.7% | $8,070-36.0% | $6,689-22.8% |
| Admin fee / account holder | $67 | $15,053-99.6% | $13,006-99.5% | $13,398-99.5% |