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 9-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 | $47,277 | $180,749-73.8% | $160,784-70.6% | $137,256-65.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 20.17% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $847 | $4,155-79.6% | $3,733-77.3% | $4,156-79.6% |
| Participant deferral / active EE | $1,288 | $6,844-81.2% | $6,293-79.5% | $6,407-79.9% |
| Admin fee / account holder | $24 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |