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 | $29,415 | $111,535-73.6% | $105,223-72.0% | $137,256-78.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 22.23% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $959 | $3,939-75.7% | $3,689-74.0% | $4,156-76.9% |
| Participant deferral / active EE | $2,093 | $5,500-62.0% | $5,072-58.7% | $6,407-67.3% |
| Admin fee / account holder | $131 | $9,721-98.7% | $8,859-98.5% | $12,270-98.9% |