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 4-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 | $10,734 | $72,071-85.1% | $68,368-84.3% | $137,256-92.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 18.77% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $397 | $2,788-85.7% | $2,649-85.0% | $4,156-90.4% |
| Participant deferral / active EE | $596 | $4,410-86.5% | $4,123-85.5% | $6,407-90.7% |
| Admin fee / account holder | $141 | $5,336-97.3% | $5,150-97.3% | $12,270-98.8% |