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 | $117,215 | $99,921+17.3% | $85,009+37.9% | $145,959-19.7% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 9.97% | 83.89%-73.9pp | 66.47%-56.5pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,446 | $3,233-55.3% | $2,728-47.0% | $4,661-69.0% |
| Participant deferral / active EE | $5,489 | $5,293+3.7% | $4,522+21.4% | $6,689-17.9% |
| Admin fee / account holder | $48 | $7,252-99.3% | $6,153-99.2% | $13,398-99.6% |