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 | $77,721 | $29,667+162.0% | $56,441+37.7% | $80,874-3.9% |
| Participation rate | 17.6% | 41.7%-24.0pp | 52.5%-34.8pp | 67.6%-50.0pp |
| Annual return | 20.01% | 35.22%-15.2pp | 1704.21%-1684.2pp | 35.62%-15.6pp |
| Employer contribution / active EE | $461 | $669-31.2% | $1,039-55.7% | $2,756-83.3% |
| Participant deferral / active EE | $1,459 | $1,227+19.0% | $1,953-25.3% | $4,297-66.0% |
| Admin fee / account holder | $142 | $2,429-94.2% | $2,829-95.0% | $6,935-98.0% |