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 | $115,189 | $72,071+59.8% | $68,368+68.5% | $137,256-16.1% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.0%-58.5pp |
| Annual return | 20.15% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,203 | $2,788-56.9% | $2,649-54.6% | $4,156-71.1% |
| Participant deferral / active EE | $3,568 | $4,410-19.1% | $4,123-13.5% | $6,407-44.3% |
| Admin fee / account holder | $121 | $5,336-97.7% | $5,150-97.6% | $12,270-99.0% |