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 8-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 | $197,514 | $81,446+142.5% | $103,374+91.1% | $80,874+144.2% |
| Participation rate | 17.9% | 66.9%-49.0pp | 74.5%-56.6pp | 67.6%-49.8pp |
| Annual return | 14.89% | 25.57%-10.7pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,674 | $3,107-46.1% | $3,869-56.7% | $2,756-39.2% |
| Participant deferral / active EE | $2,061 | $3,870-46.7% | $5,058-59.2% | $4,297-52.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |