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 10-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 | $81,517 | $209,336-61.1% | $197,124-58.6% | $137,256-40.6% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 13.54% | 48.09%-34.5pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,524 | $9,614-63.3% | $9,135-61.4% | $6,407-45.0% |
| Admin fee / account holder | $166 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |