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 | $160,995 | $183,592-12.3% | $155,567+3.5% | $145,959+10.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.74% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,140 | $5,315-59.7% | $4,674-54.2% | $4,661-54.1% |
| Participant deferral / active EE | $10,318 | $6,464+59.6% | $5,628+83.3% | $6,689+54.3% |
| Admin fee / account holder | $16 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |