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 8-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 | $13,741 | $67,823-79.7% | $52,425-73.8% | $137,256-90.0% |
| Participation rate | 53.8% | 63.9%-10.1pp | 55.6%-1.8pp | 80.0%-26.1pp |
| Annual return | 17.84% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $293 | $1,163-74.8% | $914-67.9% | $4,156-92.9% |
| Participant deferral / active EE | $973 | $2,288-57.5% | $1,790-45.7% | $6,407-84.8% |
| Admin fee / account holder | $8 | $2,844-99.7% | $2,495-99.7% | $12,270-99.9% |