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 | $24,104 | $169,161-85.8% | $129,295-81.4% | $145,959-83.5% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.6%-25.2pp | 80.3%-35.8pp |
| Annual return | 22.00% | 14348.07%-14326.1pp | 9429.28%-9407.3pp | 561.95%-539.9pp |
| Employer contribution / active EE | $764 | $5,543-86.2% | $4,157-81.6% | $4,661-83.6% |
| Participant deferral / active EE | $2,944 | $4,989-41.0% | $4,169-29.4% | $6,689-56.0% |
| Admin fee / account holder | $36 | $9,878-99.6% | $7,665-99.5% | $13,398-99.7% |