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 3-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 | $24,045 | $154,228-84.4% | $145,433-83.5% | $137,256-82.5% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 18.63% | 74.59%-56.0pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,620 | $4,804-66.3% | $4,554-64.4% | $4,156-61.0% |
| Participant deferral / active EE | $2,768 | $8,216-66.3% | $7,897-65.0% | $6,407-56.8% |
| Admin fee / account holder | $122 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |