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 6-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 | $204,646 | $201,259+1.7% | $184,200+11.1% | $145,959+40.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 41.06% | 28.98%+12.1pp | 28.80%+12.3pp | 561.95%-520.9pp |
| Employer contribution / active EE | $7,195 | $7,018+2.5% | $6,424+12.0% | $4,661+54.4% |
| Participant deferral / active EE | $10,000 | $9,806+2.0% | $9,132+9.5% | $6,689+49.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |