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 | $40,093 | $172,111-76.7% | $150,298-73.3% | $137,256-70.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 17.64% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,407 | $4,636-69.6% | $4,154-66.1% | $4,156-66.1% |
| Participant deferral / active EE | $1,682 | $6,166-72.7% | $5,453-69.2% | $6,407-73.7% |
| Admin fee / account holder | $148 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |