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 | $11,587 | $180,749-93.6% | $160,784-92.8% | $137,256-91.6% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 11.88% | 2234.46%-2222.6pp | 1803.92%-1792.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $786 | $4,155-81.1% | $3,733-78.9% | $4,156-81.1% |
| Participant deferral / active EE | $1,327 | $6,844-80.6% | $6,293-78.9% | $6,407-79.3% |
| Admin fee / account holder | $119 | $10,397-98.9% | $9,717-98.8% | $12,270-99.0% |