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 | $20,845 | $76,785-72.9% | $56,441-63.1% | $145,959-85.7% |
| Participation rate | 61.1% | 63.2%-2.1pp | 52.5%+8.6pp | 80.3%-19.2pp |
| Annual return | 13.51% | 3000.51%-2987.0pp | 1704.21%-1690.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,070 | $1,381+49.9% | $1,039+99.2% | $4,661-55.6% |
| Participant deferral / active EE | $2,326 | $2,624-11.3% | $1,953+19.1% | $6,689-65.2% |
| Admin fee / account holder | $98 | $3,334-97.1% | $2,829-96.5% | $13,398-99.3% |