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 4-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 | $33,312 | $111,535-70.1% | $105,223-68.3% | $137,256-75.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 20.69% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,618 | $3,939-58.9% | $3,689-56.1% | $4,156-61.1% |
| Participant deferral / active EE | $4,892 | $5,500-11.1% | $5,072-3.5% | $6,407-23.6% |
| Admin fee / account holder | $74 | $9,721-99.2% | $8,859-99.2% | $12,270-99.4% |