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 9-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 | $22,827 | $72,071-68.3% | $68,368-66.6% | $137,256-83.4% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 16.78% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $535 | $2,788-80.8% | $2,649-79.8% | $4,156-87.1% |
| Participant deferral / active EE | $989 | $4,410-77.6% | $4,123-76.0% | $6,407-84.6% |
| Admin fee / account holder | $22 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |