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 | $76,485 | $111,535-31.4% | $105,223-27.3% | $137,256-44.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 20.89% | 237.85%-217.0pp | 180.65%-159.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,399 | $3,939-39.1% | $3,689-35.0% | $4,156-42.3% |
| Participant deferral / active EE | $4,859 | $5,500-11.7% | $5,072-4.2% | $6,407-24.2% |
| Admin fee / account holder | $140 | $9,721-98.6% | $8,859-98.4% | $12,270-98.9% |