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 | $31,951 | $72,071-55.7% | $68,368-53.3% | $137,256-76.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 16.55% | 353.14%-336.6pp | 292.57%-276.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $866 | $2,788-68.9% | $2,649-67.3% | $4,156-79.2% |
| Participant deferral / active EE | $10,701 | $4,410+142.7% | $4,123+159.6% | $6,407+67.0% |
| Admin fee / account holder | $290 | $5,336-94.6% | $5,150-94.4% | $12,270-97.6% |