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 6-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 | $35,042 | $88,710-60.5% | $81,783-57.2% | $145,959-76.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 9.68% | 1027.26%-1017.6pp | 775.05%-765.4pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,973 | $3,083-36.0% | $2,913-32.3% | $4,661-57.7% |
| Participant deferral / active EE | $3,619 | $4,645-22.1% | $4,320-16.2% | $6,689-45.9% |
| Admin fee / account holder | $278 | $8,407-96.7% | $7,380-96.2% | $13,398-97.9% |