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 3-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 | $17,040 | $81,233-79.0% | $155,567-89.0% | $80,874-78.9% |
| Participation rate | 40.8% | 66.2%-25.4pp | 78.2%-37.4pp | 67.6%-26.8pp |
| Annual return | 139.56% | 33.33%+106.2pp | 64.74%+74.8pp | 35.62%+103.9pp |
| Employer contribution / active EE | $2,173 | $3,101-29.9% | $4,674-53.5% | $2,756-21.1% |
| Participant deferral / active EE | $945 | $3,452-72.6% | $5,628-83.2% | $4,297-78.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |