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 3-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 | $18,451 | $183,592-89.9% | $155,567-88.1% | $145,959-87.4% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 11.02% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,550 | $5,315-70.8% | $4,674-66.8% | $4,661-66.7% |
| Participant deferral / active EE | $3,484 | $6,464-46.1% | $5,628-38.1% | $6,689-47.9% |
| Admin fee / account holder | $112 | $19,318-99.4% | $15,916-99.3% | $13,398-99.2% |