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 | $30,455 | $87,166-65.1% | $76,735-60.3% | $137,256-77.8% |
| Participation rate | 68.4% | 74.4%-5.9pp | 69.5%-1.1pp | 80.0%-11.5pp |
| Annual return | 17.23% | 26.50%-9.3pp | 29.77%-12.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,534 | $2,904-47.2% | $2,454-37.5% | $4,156-63.1% |
| Participant deferral / active EE | $3,996 | $4,726-15.4% | $4,088-2.2% | $6,407-37.6% |
| Admin fee / account holder | $287 | $8,403-96.6% | $7,189-96.0% | $12,270-97.7% |