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 | $40,108 | $116,167-65.5% | $64,489-37.8% | $137,256-70.8% |
| Participation rate | 28.6% | 68.2%-39.6pp | 67.7%-39.1pp | 80.0%-51.4pp |
| Annual return | 17.85% | 36.55%-18.7pp | 55.03%-37.2pp | 220.34%-202.5pp |
| Employer contribution / active EE | $552 | $2,483-77.8% | $1,523-63.7% | $4,156-86.7% |
| Participant deferral / active EE | $2,000 | $4,215-52.5% | $2,778-28.0% | $6,407-68.8% |
| Admin fee / account holder | $13 | $6,188-99.8% | $4,260-99.7% | $12,270-99.9% |