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 5-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 | $27,211 | $72,071-62.2% | $68,368-60.2% | $137,256-80.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 24.51% | 353.14%-328.6pp | 292.57%-268.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $815 | $2,788-70.8% | $2,649-69.2% | $4,156-80.4% |
| Participant deferral / active EE | $1,019 | $4,410-76.9% | $4,123-75.3% | $6,407-84.1% |
| Admin fee / account holder | $283 | $5,336-94.7% | $5,150-94.5% | $12,270-97.7% |