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 | $100,448 | $88,672+13.3% | $105,223-4.5% | $82,448+21.8% |
| Participation rate | 32.3% | 67.9%-35.7pp | 75.0%-42.8pp | 68.1%-35.8pp |
| Annual return | 23.83% | 30.86%-7.0pp | 180.65%-156.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,127 | $3,048-63.0% | $3,689-69.5% | $2,551-55.8% |
| Participant deferral / active EE | $3,135 | $4,036-22.3% | $5,072-38.2% | $4,139-24.3% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |