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 | $6,748 | $29,319-77.0% | $52,425-87.1% | $82,448-91.8% |
| Participation rate | 11.1% | 46.9%-35.7pp | 55.6%-44.5pp | 68.1%-57.0pp |
| Annual return | 41.14% | 535.20%-494.1pp | 302.12%-261.0pp | 41.64%-0.5pp |
| Employer contribution / active EE | $105 | $586-82.2% | $914-88.6% | $2,551-95.9% |
| Participant deferral / active EE | $319 | $1,171-72.8% | $1,790-82.2% | $4,139-92.3% |
| Admin fee / account holder | $245 | $1,962-87.5% | $2,495-90.2% | $7,234-96.6% |