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 6-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 | $22,133 | $73,787-70.0% | $98,716-77.6% | $82,448-73.2% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 19.63% | 18.57%+1.1pp | 31.81%-12.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $774 | $1,511-48.8% | $2,279-66.0% | $2,551-69.7% |
| Participant deferral / active EE | $1,641 | $3,081-46.7% | $4,048-59.5% | $4,139-60.4% |
| Admin fee / account holder | $113 | $6,500-98.3% | $8,703-98.7% | $7,234-98.4% |