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 | $83,191 | $87,166-4.6% | $76,735+8.4% | $137,256-39.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 22.50% | 26.50%-4.0pp | 29.77%-7.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $6,288 | $2,904+116.5% | $2,454+156.2% | $4,156+51.3% |
| Participant deferral / active EE | $18,600 | $4,726+293.6% | $4,088+355.0% | $6,407+190.3% |
| Admin fee / account holder | $178 | $8,403-97.9% | $7,189-97.5% | $12,270-98.5% |