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 | $16,202 | $90,397-82.1% | $76,002-78.7% | $145,959-88.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.88% | 621.97%-604.1pp | 360.07%-342.2pp | 561.95%-544.1pp |
| Employer contribution / active EE | $1,353 | $3,317-59.2% | $2,688-49.7% | $4,661-71.0% |
| Participant deferral / active EE | $3,237 | $5,163-37.3% | $4,257-23.9% | $6,689-51.6% |
| Admin fee / account holder | $224 | $8,369-97.3% | $6,414-96.5% | $13,398-98.3% |