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 | $10,679 | $180,749-94.1% | $160,784-93.4% | $137,256-92.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 21.21% | 2234.46%-2213.3pp | 1803.92%-1782.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,608 | $4,155-61.3% | $3,733-56.9% | $4,156-61.3% |
| Participant deferral / active EE | $1,712 | $6,844-75.0% | $6,293-72.8% | $6,407-73.3% |
| Admin fee / account holder | $116 | $10,397-98.9% | $9,717-98.8% | $12,270-99.1% |