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 7-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 | $60,554 | $178,174-66.0% | $156,181-61.2% | $137,256-55.9% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | 17.26% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,277 | $4,972-74.3% | $4,294-70.3% | $4,156-69.3% |
| Participant deferral / active EE | $3,053 | $6,888-55.7% | $6,132-50.2% | $6,407-52.3% |
| Admin fee / account holder | $71 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |