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 5-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 | $187,097 | $72,071+159.6% | $68,368+173.7% | $137,256+36.3% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 15.68% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $615 | $2,788-77.9% | $2,649-76.8% | $4,156-85.2% |
| Participant deferral / active EE | $5,409 | $4,410+22.7% | $4,123+31.2% | $6,407-15.6% |
| Admin fee / account holder | $196 | $5,336-96.3% | $5,150-96.2% | $12,270-98.4% |