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 | $60,592 | $183,592-67.0% | $155,567-61.1% | $145,959-58.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 16.25% | 61.24%-45.0pp | 64.74%-48.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,605 | $5,315-69.8% | $4,674-65.7% | $4,661-65.6% |
| Participant deferral / active EE | $6,066 | $6,464-6.2% | $5,628+7.8% | $6,689-9.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |