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 | $20,528 | $48,277-57.5% | $67,511-69.6% | $80,874-74.6% |
| Participation rate | 59.8% | 66.4%-6.6pp | 72.9%-13.1pp | 67.6%-7.9pp |
| Annual return | 15.09% | 18.27%-3.2pp | 3517.41%-3502.3pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,707 | $2,021-15.5% | $2,733-37.5% | $2,756-38.0% |
| Participant deferral / active EE | $2,567 | $2,926-12.3% | $4,000-35.8% | $4,297-40.3% |
| Admin fee / account holder | $291 | $3,687-92.1% | $3,999-92.7% | $6,935-95.8% |