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 | $39,866 | $29,667+34.4% | $56,441-29.4% | $80,874-50.7% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 13.02% | 35.22%-22.2pp | 1704.21%-1691.2pp | 35.62%-22.6pp |
| Employer contribution / active EE | $336 | $669-49.9% | $1,039-67.7% | $2,756-87.8% |
| Participant deferral / active EE | $1,681 | $1,227+37.1% | $1,953-13.9% | $4,297-60.9% |
| Admin fee / account holder | $20 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |