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 | $29,672 | $178,174-83.3% | $156,181-81.0% | $137,256-78.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 23.83% | 84.19%-60.4pp | 64.87%-41.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,883 | $4,972-62.1% | $4,294-56.1% | $4,156-54.7% |
| Participant deferral / active EE | $3,914 | $6,888-43.2% | $6,132-36.2% | $6,407-38.9% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |