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 10-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 | $9,381 | $67,823-86.2% | $52,425-82.1% | $137,256-93.2% |
| Participation rate | 35.7% | 63.9%-28.2pp | 55.6%-19.9pp | 80.0%-44.2pp |
| Annual return | 18.94% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $476 | $1,163-59.1% | $914-47.9% | $4,156-88.5% |
| Participant deferral / active EE | $624 | $2,288-72.7% | $1,790-65.1% | $6,407-90.3% |
| Admin fee / account holder | $87 | $2,844-97.0% | $2,495-96.5% | $12,270-99.3% |