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 | $33,285 | $56,060-40.6% | $76,002-56.2% | $80,874-58.8% |
| Participation rate | 45.3% | 62.0%-16.7pp | 69.1%-23.7pp | 67.6%-22.3pp |
| Annual return | 14.01% | 20.54%-6.5pp | 360.07%-346.1pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,195 | $1,873-36.2% | $2,688-55.5% | $2,756-56.6% |
| Participant deferral / active EE | $2,105 | $3,051-31.0% | $4,257-50.5% | $4,297-51.0% |
| Admin fee / account holder | $290 | $5,237-94.5% | $6,414-95.5% | $6,935-95.8% |